+8,919.3%
WMT vs DOV
+6,035.5%
+2,883.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.3% |
| 7D | +0.1% | +2.5% | -2.4% | -0.6% |
| 30D | -5.0% | -7.5% | +2.6% | -3.0% |
| 3M | -11.3% | -9.7% | -1.6% | -9.1% |
| 6M | -13.8% | -6.1% | -7.7% | -12.8% |
| YTD | -4.2% | +0.5% | -4.7% | -5.0% |
| 1Y | +4.6% | +10.5% | -6.0% | +0.8% |
| 3Y | +100.5% | +41.7% | +58.8% | +78.2% |
| 5Y | +129.7% | +18.4% | +111.2% | +111.3% |
| 10Y | +423.4% | +289.8% | +133.7% | +230.8% |
| All | +8,919.3% | +6,035.5% | +2,883.8% | +1,711.2% |
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 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