+299.9%
AEM vs DOV
+13.3%
+286.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.3% |
| 7D | -5.0% | -1.9% | -3.1% | -4.5% |
| 30D | +8.5% | -9.9% | +18.3% | +11.8% |
| 3M | +29.3% | -12.1% | +41.4% | +34.1% |
| 6M | -12.9% | -10.4% | -2.5% | -10.1% |
| YTD | +16.8% | -3.3% | +20.1% | +18.4% |
| 1Y | +29.8% | +7.8% | +22.1% | +28.1% |
| 3Y | +336.7% | +36.3% | +300.4% | +294.2% |
| 5Y | +299.9% | +14.8% | +285.1% | +242.7% |
| All | +299.9% | +13.3% | +286.6% | +242.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling