+1,432.1%
DOV vs SPXS
-100.0%
+1,532.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.3% | +1.4% |
| 7D | -2.7% | -0.1% | -2.6% | -2.6% |
| 30D | -8.1% | +0.8% | -8.9% | -7.7% |
| 3M | -9.4% | -4.7% | -4.7% | -10.2% |
| 6M | -12.6% | -29.6% | +17.0% | -22.1% |
| YTD | -0.5% | -29.8% | +29.3% | -11.0% |
| 1Y | +9.2% | -38.9% | +48.2% | -6.8% |
| 3Y | +34.1% | -79.6% | +113.7% | -16.2% |
| 5Y | +17.3% | -85.9% | +103.2% | -24.6% |
| 10Y | +284.9% | -99.5% | +384.4% | -6.5% |
| All | +1,432.1% | -100.0% | +1,532.1% | -21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling