-32.5%
INTU vs DOV
+67.7%
-100.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.4% | -1.8% |
| 7D | -3.9% | -1.4% | -2.6% | -3.7% |
| 30D | +11.7% | +12.8% | -1.1% | +9.0% |
| 3M | +4.5% | +1.1% | +3.3% | +4.2% |
| 6M | -13.9% | -2.6% | -11.3% | -13.7% |
| YTD | -48.2% | +9.9% | -58.1% | -51.4% |
| 1Y | -47.1% | +19.3% | -66.5% | -52.3% |
| 3Y | -32.5% | +68.4% | -100.9% | -49.7% |
| All | -32.5% | +67.7% | -100.2% | -49.7% |
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