+110.7%
ED vs DOV
+286.8%
-176.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.4% |
| 7D | -0.2% | +1.3% | -1.5% | -0.4% |
| 30D | +1.9% | -8.6% | +10.6% | +3.7% |
| 3M | +1.9% | -13.1% | +15.0% | +4.4% |
| 6M | -2.3% | -8.8% | +6.6% | -1.0% |
| YTD | +10.9% | -1.2% | +12.1% | +10.3% |
| 1Y | +14.5% | +10.7% | +3.8% | +10.8% |
| 3Y | +33.4% | +39.3% | -5.9% | +19.3% |
| 5Y | +67.3% | +16.4% | +50.8% | +54.2% |
| 10Y | +110.7% | +302.5% | -191.8% | +62.9% |
| All | +110.7% | +286.8% | -176.1% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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