+64.4%
FDX vs DOV
+19.9%
+44.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -3.2% |
| 7D | -3.3% | +2.5% | -5.8% | -4.8% |
| 30D | -1.4% | -7.5% | +6.1% | +3.5% |
| 3M | -4.5% | -9.7% | +5.2% | +1.4% |
| 6M | +9.4% | -6.1% | +15.5% | +13.1% |
| YTD | +36.0% | +0.5% | +35.5% | +34.6% |
| 1Y | +75.5% | +10.5% | +65.0% | +62.6% |
| 3Y | +62.8% | +41.7% | +21.1% | +26.5% |
| 5Y | +64.4% | +18.4% | +46.0% | +33.2% |
| All | +64.4% | +19.9% | +44.5% | +33.2% |
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 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