+40.8%
EQIX vs DOV
+35.8%
+5.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.1% |
| 7D | -1.6% | -1.9% | +0.3% | -1.0% |
| 30D | -0.4% | -9.9% | +9.5% | +3.2% |
| 3M | -0.9% | -12.1% | +11.2% | +3.2% |
| 6M | +8.1% | -10.4% | +18.6% | +11.6% |
| YTD | +35.7% | -3.3% | +39.0% | +35.5% |
| 1Y | +34.0% | +7.8% | +26.2% | +28.0% |
| All | +40.8% | +35.8% | +5.0% | +11.8% |
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