+251.6%
ORCL vs DOV
+361.0%
-109.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.5% | -1.3% | +1.1% |
| 7D | +0.5% | -1.4% | +1.8% | +1.2% |
| 30D | -15.3% | +12.8% | -28.1% | -20.1% |
| 3M | -18.2% | +1.1% | -19.4% | -18.8% |
| 6M | -38.4% | -2.6% | -35.8% | -38.1% |
| YTD | -37.7% | +9.9% | -47.6% | -41.6% |
| 1Y | -49.3% | +19.3% | -68.6% | -54.5% |
| 3Y | +10.6% | +68.4% | -57.8% | -15.7% |
| 5Y | +35.5% | +29.1% | +6.4% | +14.5% |
| 10Y | +251.6% | +340.2% | -88.6% | +106.9% |
| All | +251.6% | +361.0% | -109.4% | +106.9% |
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 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