+2.1%
SLB vs DOV
+39.5%
-37.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | -0.4% |
| 7D | +0.8% | -2.7% | +3.5% | +2.5% |
| 30D | +15.8% | -8.1% | +23.9% | +21.9% |
| 3M | -0.3% | -9.4% | +9.1% | +5.1% |
| 6M | +21.3% | -12.6% | +34.0% | +30.5% |
| YTD | +52.3% | -0.5% | +52.8% | +50.0% |
| 1Y | +63.6% | +9.2% | +54.4% | +51.0% |
| All | +2.1% | +39.5% | -37.4% | -19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling