+28.7%
DOV vs SWK
-30.7%
+59.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +3.0% | -1.4% | +4.4% | +3.6% |
| 30D | +8.6% | +25.5% | -16.9% | -1.4% |
| 3M | +1.9% | +11.8% | -9.9% | -3.2% |
| 6M | -1.7% | +48.7% | -50.4% | -17.1% |
| YTD | +8.3% | +57.2% | -48.9% | -11.3% |
| 1Y | +16.6% | +75.3% | -58.7% | -8.8% |
| 3Y | +65.1% | +51.9% | +13.2% | +30.5% |
| All | +28.7% | -30.7% | +59.3% | +36.3% |
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