-10.3%
DOCU vs DOV
+11.5%
-21.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.9% |
| 7D | +6.9% | -2.7% | +9.6% | +6.3% |
| 30D | +19.0% | -8.1% | +27.1% | +17.2% |
| 3M | +34.3% | -9.4% | +43.7% | +31.8% |
| 6M | +48.0% | -12.6% | +60.6% | +45.4% |
| YTD | 0.0% | -0.5% | +0.5% | -4.5% |
| 1Y | -10.3% | +9.2% | -19.5% | -17.7% |
| All | -10.3% | +11.5% | -21.8% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling