+366.0%
ISRG vs DOV
+293.5%
+72.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -5.1% |
| 7D | -5.2% | +2.5% | -7.7% | -6.5% |
| 30D | -7.6% | -7.5% | 0.0% | -3.5% |
| 3M | -16.4% | -9.7% | -6.7% | -11.9% |
| 6M | -28.6% | -6.1% | -22.5% | -26.9% |
| YTD | -38.2% | +0.5% | -38.7% | -39.5% |
| 1Y | -25.5% | +10.5% | -36.0% | -31.5% |
| 3Y | +17.4% | +41.7% | -24.3% | -8.9% |
| 5Y | -3.0% | +18.4% | -21.4% | -17.3% |
| All | +366.0% | +293.5% | +72.5% | +148.5% |
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