+1,525.1%
JBL vs DOV
+300.2%
+1,224.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.9% | +4.1% | +4.4% |
| 7D | +2.4% | -2.0% | +4.4% | +4.0% |
| 30D | -13.1% | -8.9% | -4.2% | -6.8% |
| 3M | -15.6% | -13.3% | -2.3% | -6.6% |
| 6M | +24.6% | -9.7% | +34.2% | +34.2% |
| YTD | +39.6% | -2.5% | +42.1% | +41.1% |
| 1Y | +48.6% | +7.2% | +41.4% | +39.5% |
| 3Y | +197.3% | +39.4% | +157.9% | +126.5% |
| 5Y | +413.0% | +15.8% | +397.1% | +342.2% |
| All | +1,525.1% | +300.2% | +1,224.9% | +657.8% |
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 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