+20,639.1%
TXN vs DOV
+5,930.9%
+14,708.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +2.0% |
| 7D | +2.7% | +1.3% | +1.3% | +1.8% |
| 30D | -6.7% | -8.6% | +1.9% | -1.7% |
| 3M | -8.9% | -13.1% | +4.2% | -1.1% |
| 6M | +34.7% | -8.8% | +43.5% | +42.9% |
| YTD | +53.3% | -1.2% | +54.5% | +54.8% |
| 1Y | +45.0% | +10.7% | +34.3% | +36.7% |
| 3Y | +73.1% | +39.3% | +33.8% | +41.9% |
| 5Y | +59.9% | +16.4% | +43.5% | +43.9% |
| 10Y | +415.7% | +302.5% | +113.2% | +118.7% |
| All | +20,639.1% | +5,930.9% | +14,708.2% | +1,791.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling