+384.5%
DXCM vs DOV
+325.7%
+58.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +4.9% | +3.0% | +1.9% | +3.5% |
| 30D | -0.2% | +8.6% | -8.8% | -4.0% |
| 3M | -8.9% | +1.9% | -10.8% | -10.0% |
| 6M | +42.3% | -1.7% | +44.0% | +42.0% |
| YTD | +25.6% | +8.3% | +17.2% | +19.1% |
| 1Y | +39.5% | +16.6% | +23.0% | +27.7% |
| 3Y | -15.3% | +65.1% | -80.4% | -35.0% |
| 5Y | -48.4% | +29.2% | -77.6% | -56.6% |
| All | +384.5% | +325.7% | +58.9% | +165.9% |
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