+186.7%
JCI vs DOV
+65.5%
+121.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | +3.2% | +3.0% | +0.2% | +1.2% |
| 30D | -8.6% | +8.6% | -17.2% | -13.3% |
| 3M | -7.7% | +1.9% | -9.6% | -8.8% |
| 6M | -2.6% | -1.7% | -0.9% | -1.6% |
| YTD | +17.4% | +8.3% | +9.0% | +11.1% |
| 1Y | +16.9% | +16.6% | +0.4% | +5.4% |
| 3Y | +186.7% | +65.1% | +121.6% | +113.5% |
| All | +186.7% | +65.5% | +121.2% | +113.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling