+99.4%
XYL vs DOV
+325.7%
-226.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | 0.0% |
| 7D | -3.7% | +3.0% | -6.7% | -5.7% |
| 30D | -8.3% | +8.6% | -16.9% | -13.9% |
| 3M | -21.4% | +1.9% | -23.3% | -22.8% |
| 6M | -12.9% | -1.7% | -11.3% | -13.0% |
| YTD | -30.1% | +8.3% | -38.4% | -35.3% |
| 1Y | -35.2% | +16.6% | -51.7% | -43.2% |
| 3Y | -0.8% | +65.1% | -65.9% | -34.8% |
| 5Y | -23.2% | +29.2% | -52.4% | -40.0% |
| All | +99.4% | +325.7% | -226.3% | -23.6% |
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