+24,538.0%
ORCL vs DOV
+6,322.5%
+18,215.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -22.3% |
| 3M | -18.8% | -3.1% | -15.7% | -17.6% |
| 6M | -39.7% | -9.8% | -29.9% | -37.0% |
| YTD | -39.6% | +5.2% | -44.8% | -42.4% |
| 1Y | -51.7% | +15.3% | -67.1% | -56.3% |
| 3Y | +10.2% | +58.8% | -48.5% | -16.0% |
| 5Y | +30.8% | +26.6% | +4.3% | +10.2% |
| 10Y | +252.1% | +351.6% | -99.6% | +41.8% |
| All | +24,538.0% | +6,322.5% | +18,215.5% | +1,345.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling