+34.0%
EQIX vs DOV
+13.3%
+20.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -0.9% |
| 7D | -1.6% | -1.9% | +0.3% | -0.8% |
| 30D | -0.4% | -9.9% | +9.5% | +4.2% |
| 3M | -0.9% | -12.1% | +11.2% | +4.3% |
| 6M | +8.1% | -10.4% | +18.6% | +12.5% |
| YTD | +35.7% | -3.3% | +39.0% | +35.7% |
| 1Y | +34.0% | +7.8% | +26.2% | +26.8% |
| 3Y | +41.4% | +36.3% | +5.1% | +14.6% |
| 5Y | +34.0% | +14.8% | +19.2% | +8.7% |
| All | +34.0% | +13.3% | +20.7% | +8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling