+51,606.1%
SCHW vs DOV
+5,803.3%
+45,802.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.9% | +2.2% |
| 7D | -2.8% | -1.9% | -0.8% | -1.6% |
| 30D | -0.1% | -9.9% | +9.8% | +7.0% |
| 3M | +20.6% | -12.1% | +32.7% | +29.8% |
| 6M | +15.9% | -10.4% | +26.4% | +22.0% |
| YTD | +8.5% | -3.3% | +11.8% | +7.7% |
| 1Y | +17.8% | +7.8% | +10.1% | +7.8% |
| 3Y | +88.5% | +36.3% | +52.2% | +43.0% |
| 5Y | +60.6% | +14.8% | +45.8% | +35.8% |
| 10Y | +298.0% | +294.0% | +4.1% | +39.4% |
| All | +51,606.1% | +5,803.3% | +45,802.8% | +4,011.2% |
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 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