+288.7%
DOV vs CHD
+125.6%
+163.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.8% |
| 7D | -1.9% | -4.7% | +2.8% | -0.7% |
| 30D | -9.9% | -8.3% | -1.6% | -7.9% |
| 3M | -12.1% | -4.0% | -8.1% | -11.3% |
| 6M | -10.4% | -6.5% | -3.9% | -9.1% |
| YTD | -3.3% | +13.1% | -16.4% | -6.7% |
| 1Y | +7.8% | +2.3% | +5.5% | +6.5% |
| 3Y | +36.3% | +1.8% | +34.5% | +33.1% |
| 5Y | +14.8% | +20.6% | -5.8% | +5.3% |
| All | +288.7% | +125.6% | +163.1% | +217.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling