+958.5%
SLB vs DOV
+5,976.9%
-5,018.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | -0.4% |
| 7D | +0.8% | -2.7% | +3.5% | +2.3% |
| 30D | +15.8% | -8.1% | +23.9% | +21.3% |
| 3M | -0.3% | -9.4% | +9.1% | +4.7% |
| 6M | +21.3% | -12.6% | +34.0% | +29.7% |
| YTD | +52.3% | -0.5% | +52.8% | +51.5% |
| 1Y | +63.6% | +9.2% | +54.4% | +53.9% |
| 3Y | +3.8% | +34.1% | -30.4% | -13.5% |
| 5Y | +128.6% | +17.3% | +111.4% | +101.8% |
| 10Y | -3.1% | +284.9% | -288.0% | -53.4% |
| All | +958.5% | +5,976.9% | -5,018.4% | +84.3% |
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