+16.4%
DOV vs EAT
+310.8%
-294.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -1.1% |
| 7D | +1.3% | -6.8% | +8.1% | +2.7% |
| 30D | -8.6% | -5.4% | -3.3% | -7.9% |
| 3M | -13.1% | +42.8% | -55.9% | -19.4% |
| 6M | -8.8% | +56.5% | -65.3% | -17.5% |
| YTD | -1.2% | +50.0% | -51.3% | -10.2% |
| 1Y | +10.7% | +38.3% | -27.6% | +1.8% |
| 3Y | +39.3% | +591.6% | -552.4% | -11.9% |
| 5Y | +16.4% | +312.6% | -296.2% | -23.7% |
| All | +16.4% | +310.8% | -294.4% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling