+38.2%
REGN vs DOV
+8.6%
+29.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.7% |
| 7D | -5.6% | -2.0% | -3.6% | -5.1% |
| 30D | -2.0% | -8.9% | +6.9% | +0.4% |
| 3M | +28.0% | -13.3% | +41.2% | +32.1% |
| 6M | +1.2% | -9.7% | +10.8% | +3.0% |
| YTD | +1.6% | -2.5% | +4.1% | +2.3% |
| 1Y | +38.2% | +7.2% | +31.0% | +43.2% |
| All | +38.2% | +8.6% | +29.6% | +43.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling