+253.9%
XLI vs DOV
+300.2%
-46.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.5% |
| 7D | -1.7% | -2.0% | +0.3% | -0.5% |
| 30D | -7.3% | -8.9% | +1.6% | -1.9% |
| 3M | -1.3% | -13.3% | +11.9% | +7.0% |
| 6M | +2.2% | -9.7% | +11.9% | +7.9% |
| YTD | +11.7% | -2.5% | +14.2% | +12.1% |
| 1Y | +14.3% | +7.2% | +7.0% | +7.6% |
| 3Y | +70.3% | +39.4% | +30.9% | +32.9% |
| 5Y | +82.3% | +15.8% | +66.5% | +57.1% |
| All | +253.9% | +300.2% | -46.3% | +59.6% |
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