-8.0%
KMB vs DOV
+17.7%
-25.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.6% | -1.8% |
| 7D | -3.0% | -2.7% | -0.4% | -2.6% |
| 30D | -5.5% | -8.1% | +2.6% | -4.2% |
| 3M | +14.0% | -9.4% | +23.4% | +15.6% |
| 6M | +4.1% | -12.6% | +16.7% | +6.1% |
| YTD | +8.0% | -0.5% | +8.5% | +7.8% |
| 1Y | -13.7% | +9.2% | -23.0% | -15.3% |
| 3Y | -5.9% | +34.1% | -40.1% | -13.4% |
| All | -8.0% | +17.7% | -25.8% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling