+27.2%
NFLX vs DOV
+16.3%
+10.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.3% |
| 7D | -8.1% | +1.3% | -9.4% | -8.6% |
| 30D | -0.3% | -8.6% | +8.3% | +3.2% |
| 3M | -6.6% | -13.1% | +6.5% | -2.0% |
| 6M | -22.7% | -8.8% | -13.9% | -21.2% |
| YTD | -18.9% | -1.2% | -17.7% | -21.2% |
| 1Y | -39.8% | +10.7% | -50.5% | -45.3% |
| 3Y | +71.7% | +39.3% | +32.4% | +28.3% |
| 5Y | +27.2% | +16.4% | +10.8% | +1.9% |
| All | +27.2% | +16.3% | +10.9% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling