+294.9%
SCHW vs DOV
+300.2%
-5.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.6% |
| 7D | -1.9% | -2.0% | +0.1% | -0.7% |
| 30D | -1.6% | -8.9% | +7.3% | +4.1% |
| 3M | +21.3% | -13.3% | +34.5% | +31.1% |
| 6M | +16.5% | -9.7% | +26.1% | +21.4% |
| YTD | +8.4% | -2.5% | +10.9% | +6.7% |
| 1Y | +15.6% | +7.2% | +8.4% | +6.0% |
| 3Y | +86.8% | +39.4% | +47.4% | +38.2% |
| 5Y | +60.5% | +15.8% | +44.7% | +33.8% |
| All | +294.9% | +300.2% | -5.3% | +53.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling