+419.8%
TXN vs DOV
+300.2%
+119.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.2% |
| 7D | +4.0% | -2.0% | +6.0% | +5.3% |
| 30D | -2.9% | -8.9% | +6.0% | +3.0% |
| 3M | -9.1% | -13.3% | +4.2% | -0.6% |
| 6M | +36.6% | -9.7% | +46.3% | +46.5% |
| YTD | +57.5% | -2.5% | +59.9% | +60.6% |
| 1Y | +49.5% | +7.2% | +42.3% | +43.4% |
| 3Y | +76.5% | +39.4% | +37.1% | +43.0% |
| 5Y | +62.4% | +15.8% | +46.5% | +44.6% |
| All | +419.8% | +300.2% | +119.6% | +166.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling