+14,337.8%
DE vs DOV
+6,035.5%
+8,302.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.4% |
| 7D | +0.7% | +2.5% | -1.8% | -0.8% |
| 30D | +9.6% | -7.5% | +17.2% | +14.6% |
| 3M | +19.0% | -9.7% | +28.7% | +25.6% |
| 6M | +16.1% | -6.1% | +22.1% | +19.6% |
| YTD | +47.0% | +0.5% | +46.5% | +45.6% |
| 1Y | +43.1% | +10.5% | +32.6% | +33.3% |
| 3Y | +77.5% | +41.7% | +35.8% | +40.5% |
| 5Y | +96.4% | +18.4% | +77.9% | +69.5% |
| 10Y | +852.9% | +289.8% | +563.1% | +308.9% |
| All | +14,337.8% | +6,035.5% | +8,302.3% | +1,544.2% |
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