-24.4%
KVUE vs DOV
+35.0%
-59.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.5% |
| 7D | -6.1% | -1.9% | -4.2% | -5.9% |
| 30D | -5.6% | -9.9% | +4.3% | -4.5% |
| 3M | -0.3% | -12.1% | +11.8% | +0.9% |
| 6M | +1.4% | -10.4% | +11.8% | +2.4% |
| YTD | +6.7% | -3.3% | +10.1% | +7.1% |
| 1Y | +1.0% | +7.8% | -6.8% | +0.2% |
| 3Y | -5.4% | +36.3% | -41.7% | -11.1% |
| All | -24.4% | +35.0% | -59.4% | -29.6% |
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