+132.5%
GOOGL vs DOV
+16.3%
+116.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.5% |
| 7D | -1.9% | +1.3% | -3.2% | -2.4% |
| 30D | -7.5% | -8.6% | +1.2% | -3.6% |
| 3M | -9.2% | -13.1% | +4.0% | -3.6% |
| 6M | +8.1% | -8.8% | +16.9% | +11.8% |
| YTD | +5.8% | -1.2% | +7.1% | +4.9% |
| 1Y | +38.3% | +10.7% | +27.6% | +28.9% |
| 3Y | +144.8% | +39.3% | +105.5% | +92.9% |
| 5Y | +132.5% | +16.4% | +116.1% | +97.4% |
| All | +132.5% | +16.3% | +116.2% | +97.4% |
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 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