+17,983.8%
ISRG vs DOV
+901.1%
+17,082.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.8% | -1.4% |
| 7D | -1.6% | -2.7% | +1.1% | -0.2% |
| 30D | -2.3% | -8.1% | +5.8% | +2.1% |
| 3M | -12.4% | -9.4% | -3.0% | -8.2% |
| 6M | -26.8% | -12.6% | -14.2% | -22.2% |
| YTD | -35.3% | -0.5% | -34.8% | -36.1% |
| 1Y | -19.3% | +9.2% | -28.6% | -24.6% |
| 3Y | +18.1% | +34.1% | -16.0% | -2.7% |
| 5Y | +2.6% | +17.3% | -14.6% | -9.9% |
| 10Y | +379.4% | +284.9% | +94.5% | +117.6% |
| All | +17,983.8% | +901.1% | +17,082.7% | +4,140.1% |
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