+2.5%
SWKS vs DOV
+67.2%
-64.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.2% |
| 7D | -3.1% | -0.7% | -2.4% | -2.7% |
| 30D | +8.3% | +12.3% | -3.9% | -1.4% |
| 3M | +20.2% | +1.2% | +19.1% | +18.5% |
| 6M | +24.9% | -3.1% | +28.0% | +27.4% |
| YTD | +33.2% | +9.4% | +23.8% | +20.8% |
| 1Y | +23.6% | +17.6% | +6.0% | +5.0% |
| All | +2.5% | +67.2% | -64.6% | -37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling