-16.6%
SLB vs DOV
+361.0%
-377.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | -2.4% |
| 7D | -3.7% | -1.4% | -2.3% | -2.8% |
| 30D | +2.9% | +12.8% | -9.9% | -6.2% |
| 3M | +0.2% | +1.1% | -0.9% | -1.1% |
| 6M | -4.4% | -2.6% | -1.8% | -3.8% |
| YTD | +33.4% | +9.9% | +23.5% | +22.0% |
| 1Y | +40.8% | +19.3% | +21.5% | +20.9% |
| 3Y | +3.2% | +68.4% | -65.2% | -33.9% |
| 5Y | +64.8% | +29.1% | +35.7% | +26.3% |
| 10Y | -16.6% | +340.2% | -356.7% | -71.4% |
| All | -16.6% | +361.0% | -377.5% | -71.4% |
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