+38.2%
DOV vs CHD
+0.5%
+37.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.9% |
| 7D | -1.9% | -4.7% | +2.8% | -1.3% |
| 30D | -9.9% | -8.3% | -1.6% | -8.8% |
| 3M | -12.1% | -4.0% | -8.1% | -11.6% |
| 6M | -10.4% | -6.5% | -3.9% | -9.8% |
| YTD | -3.3% | +13.1% | -16.4% | -4.5% |
| 1Y | +7.8% | +2.3% | +5.5% | +7.3% |
| All | +38.2% | +0.5% | +37.7% | +38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling