+178.8%
FDX vs DOV
+286.8%
-108.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.5% |
| 7D | -2.3% | +1.3% | -3.7% | -3.2% |
| 30D | -4.9% | -8.6% | +3.8% | +0.7% |
| 3M | -6.5% | -13.1% | +6.7% | +2.0% |
| 6M | +6.7% | -8.8% | +15.5% | +12.4% |
| YTD | +33.9% | -1.2% | +35.1% | +33.9% |
| 1Y | +72.2% | +10.7% | +61.5% | +59.0% |
| 3Y | +60.2% | +39.3% | +21.0% | +25.8% |
| 5Y | +62.9% | +16.4% | +46.5% | +41.4% |
| 10Y | +178.8% | +302.5% | -123.7% | +30.2% |
| All | +178.8% | +286.8% | -108.0% | +30.2% |
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