+69.4%
SHEL vs DOV
+38.7%
+30.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.7% |
| 7D | +3.0% | +1.3% | +1.7% | +2.7% |
| 30D | +7.2% | -8.6% | +15.9% | +9.3% |
| 3M | +12.9% | -13.1% | +26.0% | +16.1% |
| 6M | +13.7% | -8.8% | +22.5% | +15.1% |
| YTD | +33.7% | -1.2% | +34.9% | +31.8% |
| 1Y | +37.9% | +10.7% | +27.2% | +30.9% |
| All | +69.4% | +38.7% | +30.7% | +44.1% |
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