+1,055.5%
DOV vs EXR
+2,662.2%
-1,606.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.5% |
| 7D | -2.7% | -2.6% | -0.1% | -1.6% |
| 30D | -8.1% | -7.2% | -0.9% | -5.2% |
| 3M | -9.4% | -3.5% | -5.9% | -8.3% |
| 6M | -12.6% | -5.3% | -7.3% | -11.0% |
| YTD | -0.5% | +9.4% | -9.8% | -4.7% |
| 1Y | +9.2% | +1.3% | +7.9% | +7.8% |
| 3Y | +34.1% | +22.4% | +11.7% | +19.0% |
| 5Y | +17.3% | -12.2% | +29.5% | +16.9% |
| 10Y | +284.9% | +148.6% | +136.3% | +134.9% |
| All | +1,055.5% | +2,662.2% | -1,606.7% | +122.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling