-0.8%
XYL vs DOV
+65.5%
-66.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | 0.0% |
| 7D | -3.7% | +3.0% | -6.7% | -5.1% |
| 30D | -8.3% | +8.6% | -16.9% | -12.4% |
| 3M | -21.4% | +1.9% | -23.3% | -22.4% |
| 6M | -12.9% | -1.7% | -11.3% | -12.8% |
| YTD | -30.1% | +8.3% | -38.4% | -34.0% |
| 1Y | -35.2% | +16.6% | -51.7% | -41.2% |
| 3Y | -0.8% | +65.1% | -65.9% | -24.7% |
| All | -0.8% | +65.5% | -66.3% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling