+818.8%
SLB vs DOV
+6,322.5%
-5,503.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | -0.1% | +0.2% |
| 7D | -7.1% | -1.9% | -5.2% | -6.2% |
| 30D | +4.1% | +8.3% | -4.2% | -0.5% |
| 3M | -2.6% | -3.1% | +0.4% | -1.1% |
| 6M | -8.6% | -9.8% | +1.3% | -3.8% |
| YTD | +32.2% | +5.2% | +27.0% | +27.4% |
| 1Y | +40.7% | +15.3% | +25.3% | +28.7% |
| 3Y | -4.5% | +58.8% | -63.3% | -27.5% |
| 5Y | +66.4% | +26.6% | +39.8% | +40.8% |
| 10Y | -15.1% | +351.6% | -366.7% | -62.4% |
| All | +818.8% | +6,322.5% | -5,503.7% | +54.9% |
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