+18.7%
DOV vs SWK
-38.7%
+57.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.9% |
| 3M | -9.4% | +24.1% | -33.5% | -17.3% |
| 6M | -12.6% | +24.7% | -37.3% | -20.8% |
| YTD | -0.5% | +33.9% | -34.4% | -12.5% |
| 1Y | +9.2% | +34.7% | -25.4% | -4.7% |
| 3Y | +34.1% | +15.3% | +18.8% | +19.3% |
| All | +18.7% | -38.7% | +57.5% | +28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling