-4.8%
SLB vs DOV
+294.8%
-299.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.4% |
| 7D | +0.4% | +2.5% | -2.1% | -1.4% |
| 30D | +13.6% | -7.5% | +21.1% | +20.1% |
| 3M | +1.5% | -9.7% | +11.2% | +8.3% |
| 6M | +23.0% | -6.1% | +29.1% | +26.9% |
| YTD | +51.2% | +0.5% | +50.7% | +48.3% |
| 1Y | +63.5% | +10.5% | +53.0% | +48.5% |
| 3Y | +2.5% | +41.7% | -39.2% | -24.4% |
| 5Y | +139.2% | +18.4% | +120.7% | +96.6% |
| 10Y | -4.8% | +289.8% | -294.5% | -61.8% |
| All | -4.8% | +294.8% | -299.5% | -61.8% |
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 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