+8,434.7%
SHOP vs DOV
+282.9%
+8,151.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -1.2% |
| 7D | -5.1% | -2.7% | -2.4% | -3.3% |
| 30D | +0.6% | -8.1% | +8.7% | +6.6% |
| 3M | +25.0% | -9.4% | +34.4% | +32.8% |
| 6M | +11.9% | -12.6% | +24.5% | +20.3% |
| YTD | -9.9% | -0.5% | -9.4% | -12.4% |
| 1Y | 0.0% | +9.2% | -9.3% | -9.6% |
| 3Y | +117.5% | +34.1% | +83.4% | +74.0% |
| 5Y | -6.6% | +17.3% | -23.9% | -18.2% |
| 10Y | +3,320.3% | +284.9% | +3,035.4% | +1,376.2% |
| All | +8,434.7% | +282.9% | +8,151.8% | +6,007.6% |
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