+277.8%
ORCL vs DOV
+333.4%
-55.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.6% | +8.7% |
| 7D | +3.8% | -0.1% | +3.9% | +3.9% |
| 30D | -6.6% | +11.3% | -17.8% | -11.2% |
| 3M | -11.4% | +2.2% | -13.6% | -12.5% |
| 6M | -33.3% | -2.9% | -30.4% | -32.8% |
| YTD | -33.3% | +9.6% | -42.9% | -37.3% |
| 1Y | -44.9% | +16.7% | -61.6% | -50.0% |
| 3Y | +17.6% | +66.9% | -49.2% | -10.0% |
| 5Y | +46.1% | +32.0% | +14.1% | +22.2% |
| 10Y | +277.8% | +334.8% | -57.0% | +122.5% |
| All | +277.8% | +333.4% | -55.7% | +122.5% |
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 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