+65.1%
DOV vs CHD
+31.2%
+33.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | 0.0% |
| 7D | +3.0% | +3.6% | -0.7% | +2.4% |
| 30D | +8.6% | +10.4% | -1.8% | +7.0% |
| 3M | +1.9% | +12.2% | -10.3% | 0.0% |
| 6M | -1.7% | +19.9% | -21.6% | -4.5% |
| YTD | +8.3% | +36.4% | -28.1% | +3.7% |
| 1Y | +16.6% | +35.1% | -18.6% | +11.7% |
| 3Y | +65.1% | +29.2% | +35.9% | +61.5% |
| All | +65.1% | +31.2% | +33.9% | +61.5% |
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