+37.4%
GILD vs DOV
+11.5%
+25.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.3% |
| 7D | +3.7% | -2.7% | +6.3% | +4.1% |
| 30D | +14.6% | -8.1% | +22.7% | +16.1% |
| 3M | +17.7% | -9.4% | +27.1% | +19.1% |
| 6M | +3.1% | -12.6% | +15.7% | +5.1% |
| YTD | +24.5% | -0.5% | +25.0% | +24.8% |
| 1Y | +37.4% | +9.2% | +28.1% | +41.7% |
| All | +37.4% | +11.5% | +25.9% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling