+222.0%
LHX vs DOV
+300.2%
-78.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.5% |
| 7D | -4.3% | -2.0% | -2.3% | -3.5% |
| 30D | -15.1% | -8.9% | -6.2% | -11.9% |
| 3M | -21.0% | -13.3% | -7.7% | -17.0% |
| 6M | -32.0% | -9.7% | -22.3% | -30.0% |
| YTD | -15.3% | -2.5% | -12.9% | -15.8% |
| 1Y | -11.1% | +7.2% | -18.3% | -15.3% |
| 3Y | +54.0% | +39.4% | +14.6% | +26.8% |
| 5Y | +17.1% | +15.8% | +1.3% | +2.7% |
| All | +222.0% | +300.2% | -78.1% | +65.6% |
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 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