+121.1%
EEM vs DOV
+325.7%
-204.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +2.7% | +3.0% | -0.3% | +1.4% |
| 30D | -5.4% | +8.6% | -14.0% | -8.7% |
| 3M | -8.6% | +1.9% | -10.5% | -9.5% |
| 6M | -8.9% | -1.7% | -7.2% | -8.5% |
| YTD | +11.9% | +8.3% | +3.6% | +7.4% |
| 1Y | +13.1% | +16.6% | -3.5% | +5.0% |
| 3Y | +70.7% | +65.1% | +5.5% | +32.4% |
| 5Y | +31.8% | +29.2% | +2.6% | +12.2% |
| All | +121.1% | +325.7% | -204.5% | +14.8% |
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 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