+247.2%
ORCL vs DOV
+332.5%
-85.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.3% |
| 7D | -6.5% | -0.7% | -5.8% | -6.1% |
| 30D | -16.6% | +12.3% | -28.8% | -21.1% |
| 3M | -21.6% | +1.2% | -22.8% | -22.2% |
| 6M | -39.4% | -3.1% | -36.3% | -38.9% |
| YTD | -38.7% | +9.4% | -48.0% | -42.3% |
| 1Y | -50.4% | +17.6% | -68.0% | -55.1% |
| 3Y | +8.1% | +66.5% | -58.4% | -17.2% |
| 5Y | +34.5% | +29.0% | +5.5% | +13.7% |
| All | +247.2% | +332.5% | -85.4% | +104.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling