+574.2%
SNPS vs DOV
+286.8%
+287.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +1.2% |
| 7D | -5.5% | +1.3% | -6.8% | -6.2% |
| 30D | -4.5% | -8.6% | +4.2% | 0.0% |
| 3M | -15.5% | -13.1% | -2.3% | -9.6% |
| 6M | -10.1% | -8.8% | -1.2% | -6.8% |
| YTD | -16.3% | -1.2% | -15.1% | -17.3% |
| 1Y | -34.9% | +10.7% | -45.6% | -39.8% |
| 3Y | -14.4% | +39.3% | -53.6% | -29.9% |
| 5Y | +17.9% | +16.4% | +1.5% | +4.4% |
| 10Y | +574.2% | +302.5% | +271.8% | +293.1% |
| All | +574.2% | +286.8% | +287.5% | +293.1% |
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