+255.1%
SNXX vs DOV
-11.0%
+266.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.1% | -5.8% | -2.8% |
| 7D | +16.8% | -1.9% | +18.7% | +22.9% |
| 30D | +65.3% | -9.9% | +75.2% | +111.9% |
| 3M | -34.8% | -12.1% | -22.7% | +1.2% |
| 6M | +255.1% | -10.4% | +265.6% | +402.5% |
| All | +255.1% | -11.0% | +266.1% | +402.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling