+46.2%
TSLA vs DOV
+16.3%
+29.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +1.3% |
| 7D | +3.0% | +1.3% | +1.7% | +1.9% |
| 30D | +11.2% | -8.6% | +19.8% | +19.4% |
| 3M | -7.3% | -13.1% | +5.9% | +4.2% |
| 6M | -7.7% | -8.8% | +1.1% | -1.4% |
| YTD | -18.2% | -1.2% | -17.0% | -18.8% |
| 1Y | +6.0% | +10.7% | -4.7% | -5.7% |
| 3Y | +48.0% | +39.3% | +8.7% | +11.3% |
| 5Y | +46.2% | +16.4% | +29.7% | +10.2% |
| All | +46.2% | +16.3% | +29.9% | +10.2% |
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