+3,541.8%
AEM vs DOV
+6,035.5%
-2,493.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.6% |
| 7D | +4.3% | +2.5% | +1.8% | +3.9% |
| 30D | +13.1% | -7.5% | +20.6% | +14.6% |
| 3M | +24.8% | -9.7% | +34.5% | +26.9% |
| 6M | -8.2% | -6.1% | -2.2% | -7.3% |
| YTD | +19.8% | +0.5% | +19.3% | +19.8% |
| 1Y | +32.1% | +10.5% | +21.5% | +29.9% |
| 3Y | +348.2% | +41.7% | +306.5% | +320.9% |
| 5Y | +297.5% | +18.4% | +279.0% | +280.6% |
| 10Y | +343.3% | +289.8% | +53.5% | +244.1% |
| All | +3,541.8% | +6,035.5% | -2,493.7% | +3,450.8% |
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 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