+68.4%
DOV vs EXR
+53.9%
+14.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +4.3% |
| 7D | -1.4% | +2.7% | -4.0% | -2.2% |
| 30D | +12.8% | +18.9% | -6.2% | +6.3% |
| 3M | +1.1% | +8.4% | -7.2% | -1.7% |
| 6M | -2.6% | +14.3% | -16.9% | -7.4% |
| YTD | +9.9% | +27.2% | -17.4% | +0.6% |
| 1Y | +19.3% | +25.9% | -6.6% | +9.6% |
| 3Y | +68.4% | +54.6% | +13.7% | +39.8% |
| All | +68.4% | +53.9% | +14.5% | +39.8% |
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