+302.5%
DOV vs TECH
+179.6%
+122.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +1.3% | -0.1% | +1.4% | +1.4% |
| 30D | -8.6% | +0.3% | -8.9% | -8.7% |
| 3M | -13.1% | +32.9% | -46.1% | -21.0% |
| 6M | -8.8% | +32.1% | -40.9% | -18.5% |
| YTD | -1.2% | +23.4% | -24.6% | -10.0% |
| 1Y | +10.7% | +34.1% | -23.4% | -2.5% |
| 3Y | +39.3% | +2.2% | +37.1% | +28.9% |
| 5Y | +16.4% | -41.8% | +58.2% | +28.6% |
| 10Y | +302.5% | +188.9% | +113.6% | +123.0% |
| All | +302.5% | +179.6% | +122.9% | +123.0% |
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