+411.2%
DXCM vs DOV
+333.6%
+77.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -1.2% |
| 7D | -3.7% | -0.7% | -2.9% | -3.4% |
| 30D | -5.0% | +12.3% | -17.3% | -10.0% |
| 3M | -8.8% | +1.2% | -10.0% | -9.6% |
| 6M | +31.9% | -3.1% | +34.9% | +32.5% |
| YTD | +20.4% | +9.4% | +11.0% | +13.7% |
| 1Y | +45.7% | +17.6% | +28.1% | +32.9% |
| 3Y | -15.0% | +66.5% | -81.6% | -35.0% |
| 5Y | -48.5% | +29.0% | -77.5% | -56.6% |
| 10Y | +411.2% | +329.8% | +81.4% | +184.3% |
| All | +411.2% | +333.6% | +77.7% | +184.3% |
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