+14.7%
KMB vs DOV
+286.8%
-272.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.7% |
| 7D | -8.6% | +1.3% | -9.9% | -8.9% |
| 30D | -7.5% | -8.6% | +1.1% | -5.7% |
| 3M | -0.6% | -13.1% | +12.5% | +2.2% |
| 6M | -1.5% | -8.8% | +7.3% | +0.1% |
| YTD | +1.6% | -1.2% | +2.8% | +1.4% |
| 1Y | -20.8% | +10.7% | -31.5% | -23.0% |
| 3Y | -12.4% | +39.3% | -51.7% | -20.9% |
| 5Y | -12.9% | +16.4% | -29.4% | -19.0% |
| 10Y | +14.7% | +302.5% | -287.8% | -20.3% |
| All | +14.7% | +286.8% | -272.1% | -20.3% |
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