+818.4%
SLB vs DOV
+6,579.3%
-5,760.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -4.3% | -0.7% | -3.5% | -3.9% |
| 30D | +1.9% | +12.3% | -10.3% | -4.6% |
| 3M | -5.7% | +1.2% | -6.9% | -6.6% |
| 6M | -5.3% | -3.1% | -2.3% | -4.5% |
| YTD | +32.2% | +9.4% | +22.8% | +24.5% |
| 1Y | +38.5% | +17.6% | +20.9% | +25.3% |
| 3Y | +1.1% | +66.5% | -65.4% | -25.3% |
| 5Y | +70.3% | +29.0% | +41.2% | +42.4% |
| 10Y | -17.3% | +329.8% | -347.1% | -62.5% |
| All | +818.4% | +6,579.3% | -5,760.9% | +51.4% |
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 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