+136.0%
XLC vs DOV
+213.3%
-77.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | +3.7% | +3.0% | +0.7% | +2.4% |
| 30D | -1.9% | +8.6% | -10.5% | -5.6% |
| 3M | -3.1% | +1.9% | -5.0% | -4.2% |
| 6M | -6.4% | -1.7% | -4.7% | -6.6% |
| YTD | -6.8% | +8.3% | -15.2% | -11.8% |
| 1Y | -1.7% | +16.6% | -18.2% | -10.2% |
| 3Y | +64.7% | +65.1% | -0.4% | +23.4% |
| 5Y | +41.1% | +29.2% | +11.9% | +17.3% |
| All | +136.0% | +213.3% | -77.3% | +31.6% |
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