+27.6%
ILMN vs DOV
+294.8%
-267.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.2% | -3.8% |
| 7D | +1.9% | +2.5% | -0.6% | +0.5% |
| 30D | +12.3% | -7.5% | +19.8% | +17.0% |
| 3M | +33.5% | -9.7% | +43.2% | +39.8% |
| 6M | +69.4% | -6.1% | +75.4% | +72.4% |
| YTD | +60.9% | +0.5% | +60.4% | +56.6% |
| 1Y | +115.0% | +10.5% | +104.4% | +98.0% |
| 3Y | +37.0% | +41.7% | -4.7% | +10.2% |
| 5Y | -53.1% | +18.4% | -71.6% | -59.4% |
| 10Y | +27.6% | +289.8% | -262.2% | -31.2% |
| All | +27.6% | +294.8% | -267.2% | -31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling