-31.5%
XYL vs DOV
+21.2%
-52.8%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.1% |
| 7D | +14.5% | +2.2% | +12.3% | +13.6% |
| 30D | -1.3% | +11.2% | -12.5% | -5.6% |
| 3M | -17.0% | +1.6% | -18.5% | -17.6% |
| 6M | -11.3% | -3.2% | -8.1% | -10.2% |
| YTD | -25.0% | +9.7% | -34.7% | -29.6% |
| 1Y | -31.5% | +20.5% | -52.1% | -38.9% |
| All | -31.5% | +21.2% | -52.8% | -38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling