+1,225.9%
DOV vs AEE
+813.9%
+412.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.9% | +0.9% |
| 7D | -2.7% | +0.3% | -3.0% | -2.8% |
| 30D | -8.1% | -2.3% | -5.8% | -7.1% |
| 3M | -9.4% | +0.2% | -9.6% | -9.8% |
| 6M | -12.6% | -4.7% | -7.9% | -10.9% |
| YTD | -0.5% | +8.1% | -8.6% | -4.8% |
| 1Y | +9.2% | +8.5% | +0.7% | +4.0% |
| 3Y | +34.1% | +48.9% | -14.8% | +7.0% |
| 5Y | +17.3% | +39.9% | -22.7% | -4.3% |
| 10Y | +284.9% | +186.5% | +98.4% | +112.9% |
| All | +1,225.9% | +813.9% | +412.0% | +294.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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