+329.1%
DOV vs AEIS
+332.3%
-3.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +1.4% |
| 7D | +3.0% | +11.5% | -8.5% | -0.4% |
| 30D | +8.6% | -15.8% | +24.4% | +12.8% |
| 3M | +1.9% | -33.3% | +35.2% | +12.5% |
| 6M | -1.7% | -35.2% | +33.5% | +6.9% |
| YTD | +8.3% | +5.0% | +3.3% | -0.9% |
| 1Y | +16.6% | +8.5% | +8.1% | +5.3% |
| 3Y | +65.1% | +152.9% | -87.8% | +8.0% |
| 5Y | +29.2% | +144.6% | -115.5% | -16.7% |
| All | +329.1% | +332.3% | -3.2% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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