+27.6%
SWKS vs DOV
+289.1%
-261.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +2.8% |
| 7D | +12.5% | -2.7% | +15.2% | +14.7% |
| 30D | +10.5% | -8.1% | +18.6% | +17.6% |
| 3M | -7.4% | -9.4% | +2.0% | -0.5% |
| 6M | +32.7% | -12.6% | +45.3% | +45.4% |
| YTD | +19.2% | -0.5% | +19.6% | +18.1% |
| 1Y | +2.4% | +9.2% | -6.9% | -5.9% |
| 3Y | -25.6% | +34.1% | -59.7% | -41.5% |
| 5Y | -53.4% | +17.3% | -70.7% | -60.0% |
| All | +27.6% | +289.1% | -261.5% | -42.6% |
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 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