-70.5%
DOCU vs DOV
+24.1%
-94.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.7% | +2.8% | +1.2% |
| 7D | -3.2% | -3.7% | +0.5% | -0.9% |
| 30D | +15.7% | +5.6% | +10.1% | +11.0% |
| 3M | +37.3% | -3.5% | +40.7% | +39.7% |
| 6M | +63.1% | -8.9% | +72.0% | +69.7% |
| YTD | +15.4% | +4.5% | +10.9% | +3.9% |
| 1Y | +11.3% | +13.9% | -2.6% | -7.5% |
| 3Y | +92.1% | +55.9% | +36.2% | +6.9% |
| 5Y | -70.5% | +25.8% | -96.3% | -80.8% |
| All | -70.5% | +24.1% | -94.5% | -80.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling