+671.3%
SNPS vs DOV
+332.5%
+338.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | -0.6% | -0.7% | +0.1% | -0.2% |
| 30D | -9.8% | +12.3% | -22.1% | -15.1% |
| 3M | +11.7% | +1.2% | +10.6% | +10.9% |
| 6M | -10.9% | -3.1% | -7.9% | -10.1% |
| YTD | -2.1% | +9.4% | -11.5% | -8.4% |
| 1Y | +14.8% | +17.6% | -2.9% | +3.0% |
| 3Y | -11.3% | +66.5% | -77.9% | -34.3% |
| 5Y | +36.2% | +29.0% | +7.2% | +13.8% |
| All | +671.3% | +332.5% | +338.8% | +344.8% |
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