+148.7%
XLK vs DOV
+14.8%
+133.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.8% |
| 7D | +0.2% | -2.0% | +2.2% | +1.4% |
| 30D | -0.6% | -8.9% | +8.3% | +4.7% |
| 3M | +2.6% | -13.3% | +15.8% | +10.9% |
| 6M | +34.0% | -9.7% | +43.6% | +40.6% |
| YTD | +30.7% | -2.5% | +33.1% | +30.3% |
| 1Y | +39.2% | +7.2% | +32.0% | +30.1% |
| 3Y | +120.4% | +39.4% | +81.0% | +70.6% |
| All | +148.7% | +14.8% | +133.9% | +106.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling