+329.1%
DOV vs TECH
+187.9%
+141.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | +3.0% | +0.1% | +2.9% | +2.9% |
| 30D | +8.6% | +0.5% | +8.1% | +8.4% |
| 3M | +1.9% | +1.1% | +0.8% | +1.5% |
| 6M | -1.7% | +62.8% | -64.5% | -16.2% |
| YTD | +8.3% | +24.5% | -16.1% | -1.5% |
| 1Y | +16.6% | +20.6% | -4.1% | +7.0% |
| 3Y | +65.1% | +29.5% | +35.7% | +40.5% |
| 5Y | +29.2% | -40.9% | +70.1% | +42.4% |
| All | +329.1% | +187.9% | +141.2% | +143.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling