+297.4%
SYF vs DOV
+275.0%
+22.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.7% |
| 7D | -4.2% | -0.7% | -3.5% | -3.9% |
| 30D | -1.1% | +12.3% | -13.3% | -10.2% |
| 3M | -7.9% | +1.2% | -9.1% | -9.3% |
| 6M | -1.1% | -3.1% | +2.0% | +0.1% |
| YTD | -12.6% | +9.4% | -22.0% | -20.6% |
| 1Y | -2.4% | +17.6% | -20.0% | -16.5% |
| 3Y | +156.6% | +66.5% | +90.1% | +66.1% |
| 5Y | +61.9% | +29.0% | +32.9% | +27.5% |
| 10Y | +186.5% | +329.8% | -143.4% | +16.1% |
| All | +297.4% | +275.0% | +22.4% | +67.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling