+20,418.4%
SHW vs DOV
+5,976.9%
+14,441.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | -3.2% | -2.7% | -0.6% | -2.1% |
| 30D | -9.5% | -8.1% | -1.4% | -6.2% |
| 3M | +11.5% | -9.4% | +20.9% | +16.0% |
| 6M | -3.5% | -12.6% | +9.1% | +1.9% |
| YTD | +3.7% | -0.5% | +4.2% | +3.6% |
| 1Y | -7.9% | +9.2% | -17.1% | -11.9% |
| 3Y | +24.7% | +34.1% | -9.4% | +8.2% |
| 5Y | +13.6% | +17.3% | -3.7% | +3.5% |
| 10Y | +283.0% | +284.9% | -2.0% | +108.6% |
| All | +20,418.4% | +5,976.9% | +14,441.5% | +3,447.8% |
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