+2,446.1%
ED vs DOV
+6,610.2%
-4,164.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.5% | -4.6% | -0.9% |
| 7D | -0.1% | -1.4% | +1.3% | +0.1% |
| 30D | +11.6% | +12.8% | -1.2% | +9.1% |
| 3M | +10.5% | +1.1% | +9.4% | +10.2% |
| 6M | +13.2% | -2.6% | +15.8% | +13.3% |
| YTD | +22.1% | +9.9% | +12.2% | +19.3% |
| 1Y | +24.2% | +19.3% | +4.8% | +19.4% |
| 3Y | +46.9% | +68.4% | -21.5% | +30.5% |
| 5Y | +80.8% | +29.1% | +51.7% | +67.3% |
| 10Y | +134.3% | +340.2% | -205.9% | +70.7% |
| All | +2,446.1% | +6,610.2% | -4,164.1% | +888.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling