+22,229.9%
ISRG vs DOV
+958.1%
+21,271.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.7% |
| 7D | +4.8% | -1.9% | +6.7% | +5.8% |
| 30D | +9.2% | +8.3% | +1.0% | +4.5% |
| 3M | +21.2% | -3.1% | +24.2% | +22.6% |
| 6M | +0.2% | -9.8% | +10.0% | +4.9% |
| YTD | -20.1% | +5.2% | -25.2% | -23.6% |
| 1Y | -17.3% | +15.3% | -32.7% | -25.0% |
| 3Y | +63.3% | +58.8% | +4.5% | +22.5% |
| 5Y | +24.1% | +26.6% | -2.5% | +4.3% |
| 10Y | +507.0% | +351.6% | +155.3% | +154.0% |
| All | +22,229.9% | +958.1% | +21,271.8% | +4,963.8% |
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