+85.6%
SCHG vs DOV
+37.0%
+48.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.5% |
| 7D | -1.0% | -2.0% | +0.9% | -0.3% |
| 30D | -1.3% | -8.9% | +7.6% | +2.4% |
| 3M | +5.4% | -13.3% | +18.7% | +11.2% |
| 6M | +14.4% | -9.7% | +24.1% | +17.9% |
| YTD | +8.0% | -2.5% | +10.5% | +7.0% |
| 1Y | +12.7% | +7.2% | +5.5% | +6.3% |
| 3Y | +85.6% | +39.4% | +46.2% | +58.0% |
| All | +85.6% | +37.0% | +48.6% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling