+192.5%
SHEL vs DOV
+13.3%
+179.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.0% |
| 7D | +3.9% | -1.9% | +5.9% | +4.5% |
| 30D | +7.0% | -9.9% | +16.8% | +10.2% |
| 3M | +12.5% | -12.1% | +24.6% | +16.3% |
| 6M | +14.8% | -10.4% | +25.2% | +17.4% |
| YTD | +34.2% | -3.3% | +37.5% | +33.3% |
| 1Y | +37.0% | +7.8% | +29.2% | +30.5% |
| 3Y | +70.9% | +36.3% | +34.6% | +45.4% |
| 5Y | +192.5% | +14.8% | +177.7% | +158.1% |
| All | +192.5% | +13.3% | +179.2% | +158.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling