+24.9%
DOV vs EXPD
+55.6%
-30.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.6% |
| 7D | -1.9% | -7.2% | +5.3% | +1.3% |
| 30D | +8.3% | -3.3% | +11.5% | +9.8% |
| 3M | -3.1% | +3.4% | -6.4% | -4.7% |
| 6M | -9.8% | +22.7% | -32.5% | -18.1% |
| YTD | +5.2% | +24.5% | -19.3% | -6.5% |
| 1Y | +15.3% | +38.6% | -23.3% | -3.0% |
| 3Y | +58.8% | +71.5% | -12.7% | +16.2% |
| All | +24.9% | +55.6% | -30.7% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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