+30.6%
EEM vs DOV
+7.7%
+23.0%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | 0.0% | -1.4% |
| 7D | -0.7% | -1.9% | +1.2% | 0.0% |
| 30D | +2.4% | -9.9% | +12.3% | +6.4% |
| 3M | +4.2% | -12.1% | +16.3% | +9.3% |
| 6M | +14.8% | -10.4% | +25.2% | +19.2% |
| YTD | +23.1% | -3.3% | +26.4% | +27.0% |
| All | +30.6% | +7.7% | +23.0% | +34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling