+28.7%
DOV vs EXEL
+281.2%
-252.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | +3.0% | -0.8% | +3.8% | +3.1% |
| 30D | +8.6% | +13.1% | -4.5% | +6.8% |
| 3M | +1.9% | +36.3% | -34.5% | -2.5% |
| 6M | -1.7% | +34.5% | -36.2% | -6.0% |
| YTD | +8.3% | +57.4% | -49.1% | +0.9% |
| 1Y | +16.6% | +62.9% | -46.4% | +7.9% |
| 3Y | +65.1% | +229.5% | -164.4% | +32.5% |
| All | +28.7% | +281.2% | -252.5% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling