+11,275.8%
LMT vs DOV
+5,976.9%
+5,298.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.4% | -1.7% |
| 7D | -6.3% | -2.7% | -3.6% | -5.6% |
| 30D | -8.5% | -8.1% | -0.4% | -6.3% |
| 3M | +1.8% | -9.4% | +11.2% | +4.1% |
| 6M | -19.9% | -12.6% | -7.3% | -17.6% |
| YTD | +10.6% | -0.5% | +11.0% | +9.5% |
| 1Y | +17.9% | +9.2% | +8.7% | +13.4% |
| 3Y | +27.0% | +34.1% | -7.2% | +12.8% |
| 5Y | +68.7% | +17.3% | +51.4% | +53.1% |
| 10Y | +181.1% | +284.9% | -103.8% | +77.8% |
| All | +11,275.8% | +5,976.9% | +5,298.9% | +3,073.5% |
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 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