+288.7%
DOV vs AEIS
+531.1%
-242.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -0.9% |
| 7D | -1.9% | -0.2% | -1.7% | -1.9% |
| 30D | -9.9% | -16.4% | +6.5% | -5.2% |
| 3M | -12.1% | -11.1% | -1.0% | -11.1% |
| 6M | -10.4% | -12.0% | +1.6% | -10.3% |
| YTD | -3.3% | +30.9% | -34.2% | -15.6% |
| 1Y | +7.8% | +74.3% | -66.6% | -15.4% |
| 3Y | +36.3% | +165.2% | -128.8% | -10.1% |
| 5Y | +14.8% | +220.0% | -205.2% | -30.5% |
| All | +288.7% | +531.1% | -242.3% | +64.6% |
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