+143.8%
GOOGL vs DOV
+38.7%
+105.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.7% |
| 7D | -1.9% | +1.3% | -3.2% | -2.3% |
| 30D | -7.5% | -8.6% | +1.2% | -4.8% |
| 3M | -9.2% | -13.1% | +4.0% | -5.3% |
| 6M | +8.1% | -8.8% | +16.9% | +10.8% |
| YTD | +5.8% | -1.2% | +7.1% | +5.3% |
| 1Y | +38.3% | +10.7% | +27.6% | +32.1% |
| All | +143.8% | +38.7% | +105.1% | +115.4% |
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