+340.9%
SYF vs DOV
+241.2%
+99.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.7% |
| 7D | +2.4% | -2.7% | +5.1% | +4.6% |
| 30D | +0.8% | -8.1% | +8.9% | +7.8% |
| 3M | +13.4% | -9.4% | +22.8% | +22.0% |
| 6M | +16.3% | -12.6% | +29.0% | +27.9% |
| YTD | -3.0% | -0.5% | -2.5% | -4.4% |
| 1Y | +5.7% | +9.2% | -3.5% | -4.3% |
| 3Y | +160.1% | +34.1% | +126.0% | +101.2% |
| 5Y | +88.5% | +17.3% | +71.3% | +60.9% |
| 10Y | +263.1% | +284.9% | -21.9% | +59.9% |
| All | +340.9% | +241.2% | +99.7% | +101.6% |
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