+36.5%
DXCM vs DOV
+15.4%
+21.1%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.6% |
| 7D | -3.6% | +3.4% | -7.0% | -4.4% |
| 30D | -4.3% | +8.8% | -13.1% | -6.0% |
| 3M | -10.4% | +0.9% | -11.3% | -10.3% |
| 6M | +33.1% | -2.8% | +36.0% | +33.9% |
| YTD | +22.6% | +8.1% | +14.5% | +18.9% |
| 1Y | +36.5% | +15.2% | +21.3% | +29.4% |
| All | +36.5% | +15.4% | +21.1% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling