+58.1%
INTC vs DOV
+65.5%
-7.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | +6.0% | +3.0% | +3.0% | +3.5% |
| 30D | -39.2% | +8.6% | -47.8% | -43.0% |
| 3M | -42.9% | +1.9% | -44.8% | -43.7% |
| 6M | -50.4% | -1.7% | -48.7% | -49.5% |
| YTD | +61.7% | +8.3% | +53.3% | +50.7% |
| 1Y | +66.1% | +16.6% | +49.6% | +44.8% |
| 3Y | +58.1% | +65.1% | -7.0% | +16.3% |
| All | +58.1% | +65.5% | -7.4% | +16.3% |
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