+247.9%
SOXX vs DOV
+14.8%
+233.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.1% |
| 7D | +1.4% | -2.0% | +3.4% | +3.1% |
| 30D | -3.6% | -8.9% | +5.3% | +4.4% |
| 3M | -10.2% | -13.3% | +3.1% | +1.4% |
| 6M | +54.2% | -9.7% | +63.9% | +68.2% |
| YTD | +75.2% | -2.5% | +77.7% | +78.0% |
| 1Y | +107.5% | +7.2% | +100.3% | +92.8% |
| 3Y | +226.8% | +39.4% | +187.4% | +138.7% |
| All | +247.9% | +14.8% | +233.0% | +183.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling