+252.9%
DXCM vs DOV
+294.8%
-41.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.0% | -4.8% | -4.3% |
| 7D | -6.2% | +2.5% | -8.8% | -7.3% |
| 30D | -0.3% | -7.5% | +7.3% | +3.2% |
| 3M | +10.3% | -9.7% | +20.0% | +14.8% |
| 6M | +24.1% | -6.1% | +30.2% | +26.5% |
| YTD | +27.4% | +0.5% | +26.9% | +25.4% |
| 1Y | +8.4% | +10.5% | -2.2% | +1.6% |
| 3Y | -19.0% | +41.7% | -60.7% | -32.9% |
| 5Y | -38.6% | +18.4% | -57.0% | -45.9% |
| 10Y | +252.9% | +289.8% | -36.8% | +107.9% |
| All | +252.9% | +294.8% | -41.8% | +107.9% |
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