+508.9%
XLP vs DOV
+1,322.3%
-813.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.0% |
| 7D | -1.0% | -2.7% | +1.6% | -0.4% |
| 30D | -0.9% | -8.1% | +7.2% | +1.2% |
| 3M | +3.8% | -9.4% | +13.2% | +6.0% |
| 6M | -1.7% | -12.6% | +10.9% | +1.0% |
| YTD | +10.3% | -0.5% | +10.7% | +9.7% |
| 1Y | +7.8% | +9.2% | -1.5% | +4.5% |
| 3Y | +27.2% | +34.1% | -6.9% | +15.4% |
| 5Y | +32.5% | +17.3% | +15.3% | +23.0% |
| 10Y | +101.8% | +284.9% | -183.1% | +36.9% |
| All | +508.9% | +1,322.3% | -813.4% | +193.6% |
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 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