+5,914.2%
DOV vs SWK
+1,275.2%
+4,639.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | +0.1% | +0.5% |
| 7D | -2.7% | -0.4% | -2.2% | -2.5% |
| 30D | -8.1% | -5.7% | -2.4% | -5.5% |
| 3M | -9.4% | +24.1% | -33.5% | -18.8% |
| 6M | -12.6% | +24.7% | -37.3% | -22.3% |
| YTD | -0.5% | +33.9% | -34.4% | -14.9% |
| 1Y | +9.2% | +34.7% | -25.4% | -7.5% |
| 3Y | +34.1% | +15.3% | +18.8% | +16.3% |
| 5Y | +17.3% | -39.3% | +56.5% | +33.7% |
| 10Y | +284.9% | +2.5% | +282.4% | +220.3% |
| All | +5,914.2% | +1,275.2% | +4,639.1% | +1,525.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling