+393.0%
EFA vs DOV
+1,129.1%
-736.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -1.0% |
| 7D | +1.2% | +2.5% | -1.3% | -0.1% |
| 30D | -0.7% | -7.5% | +6.8% | +3.1% |
| 3M | +6.4% | -9.7% | +16.1% | +11.4% |
| 6M | +11.4% | -6.1% | +17.5% | +14.0% |
| YTD | +14.0% | +0.5% | +13.5% | +12.5% |
| 1Y | +20.2% | +10.5% | +9.7% | +12.6% |
| 3Y | +68.2% | +41.7% | +26.5% | +35.8% |
| 5Y | +54.8% | +18.4% | +36.4% | +34.4% |
| 10Y | +142.4% | +289.8% | -147.4% | +6.5% |
| All | +393.0% | +1,129.1% | -736.0% | +2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling