+292.2%
DOV vs SPXS
-99.6%
+391.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | 0.0% |
| 7D | -2.0% | +2.5% | -4.5% | -1.1% |
| 30D | -8.9% | +4.2% | -13.1% | -7.4% |
| 3M | -13.3% | -9.3% | -3.9% | -15.6% |
| 6M | -9.7% | -30.7% | +21.0% | -19.2% |
| YTD | -2.5% | -28.1% | +25.6% | -11.1% |
| 1Y | +7.2% | -35.1% | +42.3% | -5.1% |
| 3Y | +39.4% | -79.6% | +119.0% | -9.0% |
| 5Y | +15.8% | -86.3% | +102.1% | -22.9% |
| All | +292.2% | -99.6% | +391.8% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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