+536.3%
ISRG vs DOV
+361.0%
+175.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.5% | -2.8% | -0.9% |
| 7D | +5.4% | -1.4% | +6.8% | +6.1% |
| 30D | +8.6% | +12.8% | -4.2% | +1.1% |
| 3M | +21.6% | +1.1% | +20.4% | +20.2% |
| 6M | +2.3% | -2.6% | +5.0% | +2.8% |
| YTD | -18.7% | +9.9% | -28.6% | -24.8% |
| 1Y | -17.8% | +19.3% | -37.1% | -27.8% |
| 3Y | +69.1% | +68.4% | +0.7% | +16.8% |
| 5Y | +26.5% | +29.1% | -2.7% | +1.5% |
| 10Y | +536.3% | +340.2% | +196.1% | +195.7% |
| All | +536.3% | +361.0% | +175.3% | +195.7% |
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 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