+3.6%
GOOG vs DOV
+21.2%
-17.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.7% | +3.3% |
| 7D | -10.7% | +2.2% | -13.0% | -11.2% |
| 30D | -16.4% | +11.2% | -27.6% | -18.6% |
| 3M | -23.4% | +1.6% | -25.0% | -23.6% |
| 6M | -24.2% | -3.2% | -21.0% | -23.5% |
| YTD | -8.3% | +9.7% | -18.0% | -10.8% |
| 1Y | +3.6% | +20.5% | -16.9% | -3.2% |
| All | +3.6% | +21.2% | -17.6% | -3.2% |
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 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