+38.3%
KMB vs DOV
+325.7%
-287.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | +0.9% | +3.0% | -2.1% | +0.3% |
| 30D | +10.1% | +8.6% | +1.5% | +8.0% |
| 3M | 0.0% | +1.9% | -1.8% | -0.5% |
| 6M | +15.7% | -1.7% | +17.4% | +15.7% |
| YTD | +12.6% | +8.3% | +4.3% | +10.0% |
| 1Y | +10.1% | +16.6% | -6.4% | +5.8% |
| 3Y | +2.1% | +65.1% | -63.0% | -11.5% |
| 5Y | -0.7% | +29.2% | -29.8% | -9.8% |
| All | +38.3% | +325.7% | -287.4% | -3.9% |
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