+2,665.3%
DOV vs AEIS
+2,098.8%
+566.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.3% | -0.6% |
| 7D | -0.1% | +9.5% | -9.6% | -1.9% |
| 30D | +11.3% | -17.5% | +28.8% | +14.5% |
| 3M | +2.2% | -29.3% | +31.5% | +7.6% |
| 6M | -2.9% | -34.7% | +31.8% | +2.4% |
| YTD | +9.6% | +10.7% | -1.1% | +4.0% |
| 1Y | +16.7% | +7.4% | +9.3% | +11.1% |
| 3Y | +66.9% | +161.1% | -94.3% | +32.3% |
| 5Y | +32.0% | +150.7% | -118.7% | +4.4% |
| 10Y | +334.8% | +360.8% | -26.1% | +193.4% |
| All | +2,665.3% | +2,098.8% | +566.6% | +1,117.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling