+2,993.7%
SHOP vs DOV
+300.2%
+2,693.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.1% |
| 7D | -11.2% | -2.0% | -9.2% | -10.0% |
| 30D | -14.4% | -8.9% | -5.5% | -8.7% |
| 3M | +16.6% | -13.3% | +29.8% | +27.7% |
| 6M | -0.6% | -9.7% | +9.1% | +4.4% |
| YTD | -20.0% | -2.5% | -17.5% | -21.2% |
| 1Y | -11.2% | +7.2% | -18.4% | -18.8% |
| 3Y | +99.5% | +39.4% | +60.1% | +55.2% |
| 5Y | -13.2% | +15.8% | -29.1% | -24.1% |
| All | +2,993.7% | +300.2% | +2,693.5% | +1,493.7% |
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