+262.7%
SYF vs DOV
+286.8%
-24.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.1% |
| 7D | -1.3% | +1.3% | -2.7% | -2.5% |
| 30D | -1.1% | -8.6% | +7.6% | +7.2% |
| 3M | +7.4% | -13.1% | +20.5% | +20.9% |
| 6M | +16.2% | -8.8% | +25.0% | +24.1% |
| YTD | -6.1% | -1.2% | -4.9% | -7.3% |
| 1Y | +3.4% | +10.7% | -7.3% | -9.0% |
| 3Y | +162.9% | +39.3% | +123.6% | +87.5% |
| 5Y | +85.6% | +16.4% | +69.2% | +54.3% |
| 10Y | +262.7% | +302.5% | -39.7% | +28.4% |
| All | +262.7% | +286.8% | -24.0% | +28.4% |
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 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