+102.3%
INTC vs DOV
+13.3%
+89.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.5% | -3.9% |
| 7D | +9.4% | -1.9% | +11.4% | +11.2% |
| 30D | +2.7% | -9.9% | +12.5% | +11.3% |
| 3M | -6.3% | -12.1% | +5.8% | +3.7% |
| 6M | +114.5% | -10.4% | +124.9% | +133.5% |
| YTD | +171.9% | -3.3% | +175.2% | +178.9% |
| 1Y | +305.0% | +7.8% | +297.2% | +280.6% |
| 3Y | +168.3% | +36.3% | +132.0% | +115.2% |
| 5Y | +102.3% | +14.8% | +87.5% | +67.6% |
| All | +102.3% | +13.3% | +89.0% | +67.6% |
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