+2,536.4%
IBM vs DOV
+6,499.6%
-3,963.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.9% |
| 7D | -0.3% | +3.4% | -3.7% | -1.6% |
| 30D | +6.8% | +8.8% | -2.1% | +3.2% |
| 3M | +4.4% | +0.9% | +3.5% | +3.7% |
| 6M | +13.2% | -2.8% | +16.0% | +13.2% |
| YTD | -15.1% | +8.1% | -23.2% | -19.3% |
| 1Y | -20.2% | +15.2% | -35.4% | -26.0% |
| 3Y | +79.3% | +64.5% | +14.8% | +42.1% |
| 5Y | +147.5% | +28.9% | +118.6% | +112.0% |
| 10Y | +140.2% | +328.7% | -188.5% | +26.7% |
| All | +2,536.4% | +6,499.6% | -3,963.2% | +422.2% |
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 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