+4,087.3%
FDX vs DOV
+5,976.9%
-1,889.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.0% |
| 7D | -2.5% | -2.7% | +0.1% | -1.2% |
| 30D | +3.8% | -8.1% | +11.9% | +8.4% |
| 3M | -1.3% | -9.4% | +8.1% | +3.6% |
| 6M | +5.0% | -12.6% | +17.6% | +12.3% |
| YTD | +39.6% | -0.5% | +40.1% | +39.4% |
| 1Y | +81.1% | +9.2% | +71.9% | +71.4% |
| 3Y | +63.0% | +34.1% | +28.9% | +37.9% |
| 5Y | +65.6% | +17.3% | +48.3% | +49.0% |
| 10Y | +183.4% | +284.9% | -101.6% | +39.2% |
| All | +4,087.3% | +5,976.9% | -1,889.6% | +495.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling