+31.5%
AEM vs DOV
+8.6%
+22.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.5% |
| 7D | -2.1% | -2.0% | -0.1% | -1.2% |
| 30D | +8.4% | -8.9% | +17.3% | +13.1% |
| 3M | +27.3% | -13.3% | +40.5% | +35.4% |
| 6M | -9.7% | -9.7% | 0.0% | -5.6% |
| YTD | +19.0% | -2.5% | +21.4% | +23.6% |
| 1Y | +31.5% | +7.2% | +24.2% | +40.8% |
| All | +31.5% | +8.6% | +22.8% | +40.8% |
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