+126.0%
DUK vs DOV
+300.2%
-174.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | -0.7% | -2.0% | +1.3% | -0.1% |
| 30D | -2.4% | -8.9% | +6.5% | 0.0% |
| 3M | -3.0% | -13.3% | +10.3% | +0.4% |
| 6M | -6.6% | -9.7% | +3.1% | -4.6% |
| YTD | +4.6% | -2.5% | +7.0% | +4.2% |
| 1Y | +1.2% | +7.2% | -6.0% | -2.2% |
| 3Y | +45.7% | +39.4% | +6.3% | +25.6% |
| 5Y | +40.3% | +15.8% | +24.5% | +26.5% |
| All | +126.0% | +300.2% | -174.1% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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