+17,561.1%
LLY vs DOV
+5,976.9%
+11,584.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | -2.1% | -2.7% | +0.5% | -1.5% |
| 30D | -1.6% | -8.1% | +6.5% | +0.5% |
| 3M | +2.3% | -9.4% | +11.7% | +4.5% |
| 6M | +14.9% | -12.6% | +27.5% | +18.3% |
| YTD | +7.5% | -0.5% | +7.9% | +6.8% |
| 1Y | +55.7% | +9.2% | +46.4% | +50.5% |
| 3Y | +110.6% | +34.1% | +76.5% | +90.9% |
| 5Y | +363.4% | +17.3% | +346.2% | +329.3% |
| 10Y | +1,649.0% | +284.9% | +1,364.1% | +1,044.8% |
| All | +17,561.1% | +5,976.9% | +11,584.2% | +4,930.2% |
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