+343.5%
AEM vs DOV
+38.7%
+304.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.9% |
| 7D | +3.0% | +1.3% | +1.7% | +2.6% |
| 30D | +12.5% | -8.6% | +21.1% | +15.6% |
| 3M | +26.9% | -13.1% | +40.1% | +32.3% |
| 6M | -9.4% | -8.8% | -0.6% | -6.9% |
| YTD | +20.3% | -1.2% | +21.5% | +21.8% |
| 1Y | +33.8% | +10.7% | +23.1% | +32.2% |
| All | +343.5% | +38.7% | +304.8% | +274.9% |
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 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