+3,594.0%
AEM vs DOV
+5,976.9%
-2,382.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.3% |
| 7D | -0.5% | -2.7% | +2.1% | -0.1% |
| 30D | +24.0% | -8.1% | +32.1% | +25.8% |
| 3M | +16.1% | -9.4% | +25.5% | +18.0% |
| 6M | -11.6% | -12.6% | +1.0% | -9.7% |
| YTD | +21.5% | -0.5% | +22.0% | +21.7% |
| 1Y | +39.2% | +9.2% | +29.9% | +37.2% |
| 3Y | +347.4% | +34.1% | +313.3% | +323.8% |
| 5Y | +290.1% | +17.3% | +272.9% | +274.2% |
| 10Y | +357.8% | +284.9% | +72.9% | +256.0% |
| All | +3,594.0% | +5,976.9% | -2,382.9% | +3,507.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling