+30.6%
ORCL vs DOV
+25.3%
+5.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -11.2% | -1.9% | -9.3% | -10.5% |
| 30D | -18.8% | +8.3% | -27.1% | -22.1% |
| 3M | -18.8% | -3.1% | -15.7% | -17.7% |
| 6M | -39.7% | -9.8% | -29.9% | -37.1% |
| YTD | -39.6% | +5.2% | -44.8% | -42.6% |
| 1Y | -51.7% | +15.3% | -67.1% | -56.7% |
| 3Y | +10.2% | +58.8% | -48.5% | -16.0% |
| All | +30.6% | +25.3% | +5.3% | +7.0% |
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