+143.7%
LLY vs DOV
+67.7%
+76.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.5% | -0.2% | +3.3% |
| 7D | +0.1% | -1.4% | +1.4% | +0.3% |
| 30D | +19.7% | +12.8% | +6.9% | +16.7% |
| 3M | +19.3% | +1.1% | +18.1% | +18.9% |
| 6M | +49.3% | -2.6% | +52.0% | +49.8% |
| YTD | +32.0% | +9.9% | +22.1% | +27.9% |
| 1Y | +53.7% | +19.3% | +34.4% | +45.7% |
| 3Y | +143.7% | +68.4% | +75.4% | +148.5% |
| All | +143.7% | +67.7% | +76.0% | +148.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling