+9.2%
DOV vs SWK
+37.3%
-28.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | +0.1% | +0.6% |
| 7D | -2.7% | -0.4% | -2.2% | -2.5% |
| 30D | -8.1% | -5.7% | -2.4% | -5.8% |
| 3M | -9.4% | +24.1% | -33.5% | -17.5% |
| 6M | -12.6% | +24.7% | -37.3% | -21.0% |
| YTD | -0.5% | +33.9% | -34.4% | -12.5% |
| 1Y | +9.2% | +34.7% | -25.4% | -5.1% |
| All | +9.2% | +37.3% | -28.1% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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