+40.7%
DOV vs EXR
+24.9%
+15.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.4% |
| 7D | -2.7% | -2.6% | -0.1% | -1.8% |
| 30D | -8.1% | -7.2% | -0.9% | -5.8% |
| 3M | -9.4% | -3.5% | -5.9% | -8.6% |
| 6M | -12.6% | -5.3% | -7.3% | -11.4% |
| YTD | -0.5% | +9.4% | -9.8% | -3.8% |
| 1Y | +9.2% | +1.3% | +7.9% | +7.9% |
| All | +40.7% | +24.9% | +15.8% | +32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling