+236.7%
INTU vs DOV
+325.7%
-88.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +0.1% | +3.0% | -2.9% | -1.5% |
| 30D | +10.1% | +8.6% | +1.5% | +5.1% |
| 3M | -4.2% | +1.9% | -6.0% | -5.6% |
| 6M | -7.2% | -1.7% | -5.6% | -8.0% |
| YTD | -47.7% | +8.3% | -56.0% | -52.0% |
| 1Y | -46.7% | +16.6% | -63.3% | -53.2% |
| 3Y | -34.1% | +65.1% | -99.2% | -54.5% |
| 5Y | -43.3% | +29.2% | -72.4% | -55.0% |
| All | +236.7% | +325.7% | -88.9% | +66.5% |
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