-43.6%
SWKS vs DOV
+25.3%
-68.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.7% |
| 7D | -6.2% | -1.9% | -4.3% | -5.0% |
| 30D | -1.5% | +8.3% | -9.8% | -8.0% |
| 3M | +23.0% | -3.1% | +26.0% | +25.4% |
| 6M | +27.6% | -9.8% | +37.4% | +37.9% |
| YTD | +32.3% | +5.2% | +27.1% | +24.0% |
| 1Y | +20.1% | +15.3% | +4.8% | +3.7% |
| 3Y | +0.6% | +58.8% | -58.1% | -35.4% |
| All | -43.6% | +25.3% | -68.9% | -58.5% |
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 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