+10.1%
DOLE vs SPY
+85.4%
-75.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.7% |
| 7D | +2.5% | +3.3% | -0.8% | +1.0% |
| 30D | +5.4% | -2.7% | +8.1% | +6.6% |
| 3M | +10.0% | -1.7% | +11.8% | +10.8% |
| 6M | -0.3% | +3.1% | -3.4% | -2.1% |
| YTD | -3.6% | +11.9% | -15.5% | -9.3% |
| 1Y | +4.9% | +12.0% | -7.0% | -1.3% |
| 3Y | +30.9% | +78.2% | -47.3% | -6.8% |
| 5Y | +14.0% | +73.2% | -59.2% | -24.1% |
| All | +10.1% | +85.4% | -75.3% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling