+21,596.1%
LLY vs DOV
+6,610.2%
+14,985.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.5% | -0.2% | +3.1% |
| 7D | +0.1% | -1.4% | +1.4% | +0.4% |
| 30D | +19.7% | +12.8% | +6.9% | +16.0% |
| 3M | +19.3% | +1.1% | +18.1% | +18.7% |
| 6M | +49.3% | -2.6% | +52.0% | +49.4% |
| YTD | +32.0% | +9.9% | +22.1% | +27.7% |
| 1Y | +53.7% | +19.3% | +34.4% | +45.4% |
| 3Y | +143.7% | +68.4% | +75.4% | +108.0% |
| 5Y | +463.9% | +29.1% | +434.8% | +408.9% |
| 10Y | +2,006.3% | +340.2% | +1,666.2% | +1,232.6% |
| All | +21,596.1% | +6,610.2% | +14,985.9% | +5,913.8% |
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