+14.8%
DOV vs SPXS
-85.4%
+100.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -1.5% |
| 7D | -1.9% | +6.4% | -8.3% | +0.2% |
| 30D | -9.9% | +6.0% | -15.9% | -8.0% |
| 3M | -12.1% | -11.6% | -0.5% | -15.0% |
| 6M | -10.4% | -28.7% | +18.3% | -18.6% |
| YTD | -3.3% | -26.3% | +23.0% | -10.7% |
| 1Y | +7.8% | -34.9% | +42.7% | -3.9% |
| 3Y | +36.3% | -79.5% | +115.8% | -7.9% |
| 5Y | +14.8% | -85.9% | +100.7% | -21.0% |
| All | +14.8% | -85.4% | +100.2% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling