+99.4%
DE vs DOV
+13.3%
+86.1%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +1.3% |
| 7D | -2.4% | -1.9% | -0.4% | -1.4% |
| 30D | +9.7% | -9.9% | +19.6% | +16.0% |
| 3M | +21.4% | -12.1% | +33.5% | +29.6% |
| 6M | +15.0% | -10.4% | +25.4% | +21.5% |
| YTD | +46.4% | -3.3% | +49.7% | +48.5% |
| 1Y | +45.6% | +7.8% | +37.9% | +38.6% |
| 3Y | +76.8% | +36.3% | +40.4% | +44.9% |
| 5Y | +99.4% | +14.8% | +84.6% | +74.8% |
| All | +99.4% | +13.3% | +86.1% | +74.8% |
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 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