+851.5%
DE vs DOV
+300.2%
+551.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.9% |
| 7D | -2.6% | -2.0% | -0.6% | -1.3% |
| 30D | +9.0% | -8.9% | +17.9% | +15.7% |
| 3M | +19.1% | -13.3% | +32.4% | +30.0% |
| 6M | +14.4% | -9.7% | +24.0% | +21.3% |
| YTD | +45.9% | -2.5% | +48.4% | +47.0% |
| 1Y | +43.6% | +7.2% | +36.4% | +34.9% |
| 3Y | +75.9% | +39.4% | +36.5% | +34.3% |
| 5Y | +98.8% | +15.8% | +82.9% | +68.7% |
| All | +851.5% | +300.2% | +551.3% | +293.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling