+92.3%
SYF vs DOV
+19.9%
+72.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -2.4% |
| 7D | +2.6% | +2.5% | +0.1% | +0.5% |
| 30D | 0.0% | -7.5% | +7.6% | +6.6% |
| 3M | +11.9% | -9.7% | +21.6% | +20.9% |
| 6M | +18.9% | -6.1% | +25.0% | +23.2% |
| YTD | -4.6% | +0.5% | -5.1% | -7.2% |
| 1Y | +6.4% | +10.5% | -4.2% | -5.7% |
| 3Y | +167.2% | +41.7% | +125.5% | +93.2% |
| 5Y | +92.3% | +18.4% | +73.9% | +55.9% |
| All | +92.3% | +19.9% | +72.4% | +55.9% |
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