-16.4%
IDXX vs DOV
+11.5%
-27.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.2% | +0.9% |
| 7D | -3.5% | -2.7% | -0.9% | -2.9% |
| 30D | -8.4% | -8.1% | -0.4% | -6.6% |
| 3M | -5.2% | -9.4% | +4.2% | -3.0% |
| 6M | -17.5% | -12.6% | -4.9% | -15.2% |
| YTD | -20.9% | -0.5% | -20.4% | -20.1% |
| 1Y | -16.4% | +9.2% | -25.7% | -14.1% |
| All | -16.4% | +11.5% | -27.9% | -14.1% |
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