-35.2%
XYL vs DOV
+15.9%
-51.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | -3.7% | +3.0% | -6.7% | -4.8% |
| 30D | -8.3% | +8.6% | -16.9% | -11.6% |
| 3M | -21.4% | +1.9% | -23.3% | -22.2% |
| 6M | -12.9% | -1.7% | -11.3% | -12.7% |
| YTD | -30.1% | +8.3% | -38.4% | -34.1% |
| 1Y | -35.2% | +16.6% | -51.7% | -41.7% |
| All | -35.2% | +15.9% | -51.1% | -41.7% |
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