+2,502.1%
SOXX vs DOV
+1,080.7%
+1,421.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.6% | -1.2% |
| 7D | +3.0% | -1.9% | +5.0% | +4.5% |
| 30D | -3.1% | -9.9% | +6.7% | +4.2% |
| 3M | -4.4% | -12.1% | +7.7% | +4.8% |
| 6M | +52.9% | -10.4% | +63.3% | +65.5% |
| YTD | +72.0% | -3.3% | +75.3% | +75.9% |
| 1Y | +105.1% | +7.8% | +97.3% | +93.3% |
| 3Y | +220.6% | +36.3% | +184.3% | +157.5% |
| 5Y | +244.8% | +14.8% | +230.0% | +212.2% |
| 10Y | +1,537.1% | +294.0% | +1,243.2% | +502.8% |
| All | +2,502.1% | +1,080.7% | +1,421.4% | +228.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling