+302.5%
DOV vs EXR
+144.7%
+157.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.8% | -0.8% |
| 7D | +1.3% | -3.1% | +4.4% | +2.5% |
| 30D | -8.6% | -7.5% | -1.1% | -6.0% |
| 3M | -13.1% | -7.5% | -5.6% | -10.8% |
| 6M | -8.8% | -5.2% | -3.6% | -7.3% |
| YTD | -1.2% | +6.5% | -7.7% | -4.0% |
| 1Y | +10.7% | -2.0% | +12.7% | +10.7% |
| 3Y | +39.3% | +21.5% | +17.7% | +25.4% |
| 5Y | +16.4% | -11.5% | +27.9% | +16.3% |
| 10Y | +302.5% | +148.0% | +154.5% | +192.4% |
| All | +302.5% | +144.7% | +157.7% | +192.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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