+7.2%
DOV vs EXEL
+48.5%
-41.3%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.1% |
| 7D | -2.0% | -4.9% | +2.9% | -1.6% |
| 30D | -8.9% | +11.4% | -20.3% | -9.9% |
| 3M | -13.3% | +4.9% | -18.2% | -13.8% |
| 6M | -9.7% | +34.4% | -44.1% | -13.0% |
| YTD | -2.5% | +28.0% | -30.5% | -5.9% |
| 1Y | +7.2% | +43.6% | -36.4% | -0.6% |
| All | +7.2% | +48.5% | -41.3% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling