+1,343.2%
DOV vs AEE
+892.1%
+451.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.3% |
| 7D | +3.0% | +1.7% | +1.3% | +2.2% |
| 30D | +8.6% | +9.7% | -1.1% | +3.7% |
| 3M | +1.9% | +5.9% | -4.1% | -1.1% |
| 6M | -1.7% | +6.7% | -8.4% | -5.2% |
| YTD | +8.3% | +17.4% | -9.0% | -0.5% |
| 1Y | +16.6% | +12.7% | +3.9% | +9.1% |
| 3Y | +65.1% | +68.2% | -3.1% | +24.1% |
| 5Y | +29.2% | +57.3% | -28.1% | -0.5% |
| 10Y | +329.7% | +220.6% | +109.1% | +125.5% |
| All | +1,343.2% | +892.1% | +451.1% | +312.3% |
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