+42,174.6%
JBL vs DOV
+4,313.3%
+37,861.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.1% |
| 7D | +4.4% | +2.5% | +1.9% | +2.5% |
| 30D | -8.4% | -7.5% | -0.9% | -3.0% |
| 3M | -14.2% | -9.7% | -4.5% | -7.9% |
| 6M | +29.6% | -6.1% | +35.7% | +35.5% |
| YTD | +37.1% | +0.5% | +36.6% | +35.6% |
| 1Y | +49.5% | +10.5% | +39.0% | +37.3% |
| 3Y | +192.7% | +41.7% | +151.0% | +121.9% |
| 5Y | +411.3% | +18.4% | +392.9% | +336.8% |
| 10Y | +1,447.6% | +289.8% | +1,157.9% | +437.5% |
| All | +42,174.6% | +4,313.3% | +37,861.3% | +5,560.5% |
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 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