+18.4%
DOV vs EXR
-10.8%
+29.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | +2.5% | -0.7% | +3.2% | +2.8% |
| 30D | -7.5% | -6.9% | -0.6% | -5.1% |
| 3M | -9.7% | -3.0% | -6.7% | -8.9% |
| 6M | -6.1% | -2.9% | -3.1% | -5.4% |
| YTD | +0.5% | +9.3% | -8.8% | -3.2% |
| 1Y | +10.5% | -0.9% | +11.5% | +10.1% |
| 3Y | +41.7% | +24.7% | +17.0% | +26.6% |
| 5Y | +18.4% | -11.7% | +30.1% | +18.9% |
| All | +18.4% | -10.8% | +29.3% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling