+52.1%
TEL vs DOV
+13.3%
+38.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +1.4% |
| 7D | -2.3% | -1.9% | -0.3% | -1.0% |
| 30D | -6.1% | -9.9% | +3.8% | +0.8% |
| 3M | +1.7% | -12.1% | +13.8% | +10.4% |
| 6M | +1.6% | -10.4% | +12.0% | +8.9% |
| YTD | -9.1% | -3.3% | -5.8% | -8.1% |
| 1Y | -1.7% | +7.8% | -9.4% | -8.3% |
| 3Y | +67.3% | +36.3% | +31.0% | +27.9% |
| 5Y | +52.1% | +14.8% | +37.3% | +30.4% |
| All | +52.1% | +13.3% | +38.8% | +30.4% |
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 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