+4,267.1%
SYY vs DOV
+5,976.9%
-1,709.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.6% |
| 7D | -2.3% | -2.7% | +0.4% | -1.4% |
| 30D | -4.9% | -8.1% | +3.1% | -2.2% |
| 3M | +8.4% | -9.4% | +17.8% | +11.7% |
| 6M | -7.4% | -12.6% | +5.3% | -3.5% |
| YTD | +11.0% | -0.5% | +11.5% | +10.3% |
| 1Y | -0.2% | +9.2% | -9.5% | -4.4% |
| 3Y | +23.8% | +34.1% | -10.4% | +8.3% |
| 5Y | +18.1% | +17.3% | +0.9% | +7.3% |
| 10Y | +94.6% | +284.9% | -190.3% | +22.3% |
| All | +4,267.1% | +5,976.9% | -1,709.7% | +842.4% |
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 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