+136.8%
XLP vs DOV
+333.4%
-196.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -0.5% | -0.1% | -0.4% | -0.6% |
| 30D | +8.3% | +11.3% | -2.9% | +5.0% |
| 3M | +8.7% | +2.2% | +6.5% | +7.8% |
| 6M | +11.2% | -2.9% | +14.1% | +11.5% |
| YTD | +20.0% | +9.6% | +10.4% | +15.7% |
| 1Y | +21.3% | +16.7% | +4.7% | +14.8% |
| 3Y | +43.8% | +66.9% | -23.0% | +18.4% |
| 5Y | +43.3% | +32.0% | +11.3% | +25.4% |
| 10Y | +136.8% | +334.8% | -198.0% | +53.6% |
| All | +136.8% | +333.4% | -196.7% | +53.6% |
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