+14,779.2%
INTU vs DOV
+4,528.6%
+10,250.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -3.9% | -0.1% | -3.8% | -4.0% |
| 30D | +12.0% | +11.3% | +0.7% | +6.0% |
| 3M | +2.3% | +2.2% | +0.1% | +0.7% |
| 6M | -12.1% | -2.9% | -9.2% | -12.2% |
| YTD | -47.5% | +9.6% | -57.2% | -51.5% |
| 1Y | -46.9% | +16.7% | -63.5% | -52.4% |
| 3Y | -33.5% | +66.9% | -100.3% | -51.0% |
| 5Y | -41.2% | +32.0% | -73.2% | -51.2% |
| 10Y | +233.5% | +334.8% | -101.3% | +51.5% |
| All | +14,779.2% | +4,528.6% | +10,250.6% | +1,957.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling