+1,477.5%
XLK vs DOV
+1,311.5%
+166.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.9% |
| 7D | +2.3% | +1.3% | +1.0% | +1.6% |
| 30D | +0.8% | -8.6% | +9.5% | +5.6% |
| 3M | +4.1% | -13.1% | +17.2% | +11.6% |
| 6M | +34.8% | -8.8% | +43.6% | +40.3% |
| YTD | +30.8% | -1.2% | +32.0% | +30.2% |
| 1Y | +42.4% | +10.7% | +31.6% | +32.8% |
| 3Y | +121.8% | +39.3% | +82.5% | +81.8% |
| 5Y | +146.6% | +16.4% | +130.2% | +120.0% |
| 10Y | +804.3% | +302.5% | +501.8% | +308.7% |
| All | +1,477.5% | +1,311.5% | +166.0% | +229.4% |
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