+6,459.5%
EFX vs DOV
+5,976.9%
+482.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.3% | -6.8% |
| 7D | -8.6% | -2.7% | -6.0% | -7.6% |
| 30D | +0.1% | -8.1% | +8.2% | +3.8% |
| 3M | +3.8% | -9.4% | +13.2% | +7.6% |
| 6M | -13.5% | -12.6% | -0.9% | -9.4% |
| YTD | -17.7% | -0.5% | -17.2% | -18.7% |
| 1Y | -25.6% | +9.2% | -34.8% | -29.7% |
| 3Y | -12.1% | +34.1% | -46.2% | -24.3% |
| 5Y | -33.8% | +17.3% | -51.1% | -39.6% |
| 10Y | +45.1% | +284.9% | -239.8% | -21.7% |
| All | +6,459.5% | +5,976.9% | +482.6% | +1,050.3% |
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