+83.6%
EEM vs DOV
+35.8%
+47.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +9.2% |
| 6M | +14.8% | -10.4% | +25.2% | +19.3% |
| YTD | +23.1% | -3.3% | +26.4% | +24.5% |
| 1Y | +32.5% | +7.8% | +24.8% | +28.7% |
| All | +83.6% | +35.8% | +47.8% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling