+36.2%
SWKS vs DOV
+15.9%
+20.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +9.4% | +3.0% | +6.4% | +7.6% |
| 30D | +17.0% | +8.6% | +8.4% | +11.4% |
| 3M | +28.9% | +1.9% | +27.1% | +27.4% |
| 6M | +33.1% | -1.7% | +34.8% | +34.5% |
| YTD | +44.8% | +8.3% | +36.5% | +34.1% |
| 1Y | +36.2% | +16.6% | +19.7% | +17.4% |
| All | +36.2% | +15.9% | +20.3% | +17.4% |
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