+2,207.4%
ED vs DOV
+5,976.9%
-3,769.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.5% |
| 7D | -0.2% | -2.7% | +2.5% | +0.3% |
| 30D | -0.1% | -8.1% | +7.9% | +1.3% |
| 3M | +3.9% | -9.4% | +13.3% | +5.5% |
| 6M | -3.0% | -12.6% | +9.6% | -1.1% |
| YTD | +10.7% | -0.5% | +11.2% | +10.1% |
| 1Y | +13.3% | +9.2% | +4.1% | +10.6% |
| 3Y | +34.5% | +34.1% | +0.4% | +24.7% |
| 5Y | +67.1% | +17.3% | +49.9% | +57.4% |
| 10Y | +103.0% | +284.9% | -181.9% | +51.3% |
| All | +2,207.4% | +5,976.9% | -3,769.5% | +812.8% |
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