+59.6%
TXN vs DOV
+14.8%
+44.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.2% |
| 7D | +4.0% | -2.0% | +6.0% | +5.4% |
| 30D | -2.9% | -8.9% | +6.0% | +3.8% |
| 3M | -9.1% | -13.3% | +4.2% | +0.6% |
| 6M | +36.6% | -9.7% | +46.3% | +47.8% |
| YTD | +57.5% | -2.5% | +59.9% | +61.1% |
| 1Y | +49.5% | +7.2% | +42.3% | +42.9% |
| 3Y | +76.5% | +39.4% | +37.1% | +38.5% |
| All | +59.6% | +14.8% | +44.8% | +33.7% |
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 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