+29.1%
DOV vs SWK
-23.3%
+52.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.6% | +3.4% |
| 7D | -1.4% | +10.7% | -12.0% | -5.6% |
| 30D | +12.8% | +33.3% | -20.6% | 0.0% |
| 3M | +1.1% | +14.7% | -13.5% | -4.8% |
| 6M | -2.6% | +48.5% | -51.1% | -17.8% |
| YTD | +9.9% | +63.9% | -54.0% | -11.4% |
| 1Y | +19.3% | +80.4% | -61.1% | -7.6% |
| 3Y | +68.4% | +58.1% | +10.3% | +31.0% |
| 5Y | +29.1% | -24.5% | +53.6% | +30.5% |
| All | +29.1% | -23.3% | +52.4% | +30.5% |
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