+33,471.1%
ORCL vs DOV
+5,976.9%
+27,494.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.1% | +2.6% |
| 7D | +5.3% | -2.7% | +7.9% | +6.8% |
| 30D | +10.0% | -8.1% | +18.1% | +14.9% |
| 3M | -32.6% | -9.4% | -23.2% | -29.3% |
| 6M | +4.9% | -12.6% | +17.5% | +11.1% |
| YTD | -17.8% | -0.5% | -17.3% | -19.0% |
| 1Y | -28.0% | +9.2% | -37.2% | -32.9% |
| 3Y | +36.0% | +34.1% | +1.9% | +13.2% |
| 5Y | +88.7% | +17.3% | +71.5% | +65.6% |
| 10Y | +346.9% | +284.9% | +62.0% | +95.5% |
| All | +33,471.1% | +5,976.9% | +27,494.2% | +1,931.9% |
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 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