+128.5%
EEM vs DOV
+300.2%
-171.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.9% |
| 7D | -1.3% | -2.0% | +0.7% | -0.4% |
| 30D | +2.1% | -8.9% | +11.0% | +6.2% |
| 3M | +1.0% | -13.3% | +14.3% | +7.1% |
| 6M | +15.9% | -9.7% | +25.6% | +20.6% |
| YTD | +24.6% | -2.5% | +27.1% | +25.3% |
| 1Y | +32.3% | +7.2% | +25.0% | +27.2% |
| 3Y | +85.9% | +39.4% | +46.5% | +56.2% |
| 5Y | +45.4% | +15.8% | +29.5% | +30.1% |
| All | +128.5% | +300.2% | -171.6% | +29.5% |
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