+6,869.6%
EFX vs DOV
+6,514.7%
+354.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -0.8% | +3.0% | -3.8% | -2.1% |
| 30D | +25.1% | +8.6% | +16.5% | +20.4% |
| 3M | +1.7% | +1.9% | -0.2% | +0.5% |
| 6M | +18.4% | -1.7% | +20.0% | +17.9% |
| YTD | -12.5% | +8.3% | -20.8% | -17.0% |
| 1Y | -8.1% | +16.6% | -24.6% | -15.6% |
| 3Y | +4.8% | +65.1% | -60.3% | -17.8% |
| 5Y | -30.1% | +29.2% | -59.3% | -39.0% |
| 10Y | +81.5% | +329.7% | -248.2% | -6.5% |
| All | +6,869.6% | +6,514.7% | +354.9% | +1,074.3% |
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