+65.5%
FDX vs DOV
+57.1%
+8.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.4% | -3.1% |
| 7D | -1.6% | -1.9% | +0.2% | -0.6% |
| 30D | +6.6% | +8.3% | -1.7% | +1.5% |
| 3M | -2.1% | -3.1% | +1.0% | -0.5% |
| 6M | +2.2% | -9.8% | +12.0% | +8.1% |
| YTD | +33.9% | +5.2% | +28.8% | +29.0% |
| 1Y | +50.2% | +15.3% | +34.9% | +36.7% |
| 3Y | +65.5% | +58.8% | +6.8% | +24.1% |
| All | +65.5% | +57.1% | +8.4% | +24.1% |
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