+244.0%
EQIX vs DOV
+300.2%
-56.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.0% |
| 7D | +0.2% | -2.0% | +2.2% | +0.9% |
| 30D | -2.5% | -8.9% | +6.4% | +0.9% |
| 3M | 0.0% | -13.3% | +13.2% | +5.0% |
| 6M | +7.6% | -9.7% | +17.3% | +11.1% |
| YTD | +37.5% | -2.5% | +40.0% | +37.5% |
| 1Y | +32.9% | +7.2% | +25.7% | +27.8% |
| 3Y | +42.8% | +39.4% | +3.3% | +22.5% |
| 5Y | +35.8% | +15.8% | +20.0% | +22.3% |
| All | +244.0% | +300.2% | -56.2% | +135.9% |
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