+97.2%
TJX vs DOV
+14.8%
+82.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -4.6% | -2.0% | -2.6% | -3.9% |
| 30D | -17.2% | -8.9% | -8.3% | -14.4% |
| 3M | -24.9% | -13.3% | -11.6% | -21.4% |
| 6M | -19.7% | -9.7% | -10.0% | -17.4% |
| YTD | -17.2% | -2.5% | -14.7% | -17.6% |
| 1Y | -9.4% | +7.2% | -16.7% | -13.4% |
| 3Y | +43.1% | +39.4% | +3.7% | +17.4% |
| All | +97.2% | +14.8% | +82.3% | +74.6% |
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 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