+357.4%
SOXL vs DOV
+11.5%
+345.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.9% | +8.9% | +7.9% |
| 7D | +5.3% | -2.7% | +8.0% | +11.4% |
| 30D | -11.2% | -8.1% | -3.1% | +5.9% |
| 3M | -55.4% | -9.4% | -45.9% | -42.3% |
| 6M | +107.1% | -12.6% | +119.7% | +188.2% |
| YTD | +179.0% | -0.5% | +179.5% | +239.0% |
| 1Y | +357.4% | +9.2% | +348.1% | +430.5% |
| All | +357.4% | +11.5% | +345.9% | +430.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling