+211.0%
INTU vs DOV
+286.8%
-75.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.7% |
| 7D | -8.5% | +1.3% | -9.8% | -9.1% |
| 30D | -6.1% | -8.6% | +2.5% | -1.9% |
| 3M | +7.3% | -13.1% | +20.5% | +14.2% |
| 6M | -33.2% | -8.8% | -24.4% | -31.7% |
| YTD | -52.2% | -1.2% | -50.9% | -53.7% |
| 1Y | -52.7% | +10.7% | -63.4% | -57.4% |
| 3Y | -41.6% | +39.3% | -80.9% | -55.2% |
| 5Y | -42.6% | +16.4% | -59.1% | -51.6% |
| 10Y | +211.0% | +302.5% | -91.4% | +56.3% |
| All | +211.0% | +286.8% | -75.7% | +56.3% |
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 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