+5,914.2%
DOV vs TECH
+101,053.8%
-95,139.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | -8.1% | +0.7% | -8.8% | -8.2% |
| 3M | -9.4% | +36.3% | -45.8% | -14.5% |
| 6M | -12.6% | +25.6% | -38.2% | -17.0% |
| YTD | -0.5% | +23.7% | -24.2% | -5.4% |
| 1Y | +9.2% | +37.6% | -28.4% | +1.6% |
| 3Y | +34.1% | -6.6% | +40.7% | +31.1% |
| 5Y | +17.3% | -42.2% | +59.5% | +22.8% |
| 10Y | +284.9% | +187.6% | +97.4% | +211.4% |
| All | +5,914.2% | +101,053.8% | -95,139.6% | +2,993.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling