+2,320.2%
VALE vs DOV
+963.2%
+1,357.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.2% |
| 7D | +2.9% | +2.5% | +0.4% | +0.9% |
| 30D | +8.8% | -7.5% | +16.3% | +15.3% |
| 3M | +6.8% | -9.7% | +16.4% | +14.4% |
| 6M | +6.9% | -6.1% | +13.0% | +10.5% |
| YTD | +22.8% | +0.5% | +22.3% | +20.1% |
| 1Y | +61.3% | +10.5% | +50.7% | +44.9% |
| 3Y | +53.3% | +41.7% | +11.6% | +8.2% |
| 5Y | +44.9% | +18.4% | +26.4% | +12.9% |
| 10Y | +486.8% | +289.8% | +197.0% | +59.0% |
| All | +2,320.2% | +963.2% | +1,357.0% | +196.3% |
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