+43.6%
EEM vs DOV
+13.3%
+30.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | 0.0% | -1.3% |
| 7D | -0.7% | -1.9% | +1.2% | +0.1% |
| 30D | +2.4% | -9.9% | +12.3% | +6.5% |
| 3M | +4.2% | -12.1% | +16.3% | +9.3% |
| 6M | +14.8% | -10.4% | +25.2% | +19.4% |
| YTD | +23.1% | -3.3% | +26.4% | +24.3% |
| 1Y | +32.5% | +7.8% | +24.8% | +28.1% |
| 3Y | +85.9% | +36.3% | +49.6% | +60.7% |
| 5Y | +43.6% | +14.8% | +28.8% | +28.1% |
| All | +43.6% | +13.3% | +30.3% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling