+58.5%
ENTG vs DOV
+65.5%
-7.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -4.1% |
| 7D | +15.2% | +3.0% | +12.2% | +11.2% |
| 30D | -3.6% | +8.6% | -12.2% | -12.1% |
| 3M | -10.0% | +1.9% | -11.8% | -11.2% |
| 6M | +1.8% | -1.7% | +3.5% | +5.6% |
| YTD | +75.5% | +8.3% | +67.2% | +63.2% |
| 1Y | +82.4% | +16.6% | +65.8% | +55.6% |
| 3Y | +58.5% | +65.1% | -6.6% | -11.9% |
| All | +58.5% | +65.5% | -7.0% | -11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling