+27.2%
EIX vs DOV
+19.9%
+7.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.2% |
| 7D | +0.9% | +2.5% | -1.6% | +0.1% |
| 30D | -13.5% | -7.5% | -6.0% | -11.2% |
| 3M | -15.3% | -9.7% | -5.6% | -12.6% |
| 6M | -15.3% | -6.1% | -9.2% | -14.1% |
| YTD | +2.7% | +0.5% | +2.2% | +1.8% |
| 1Y | +17.4% | +10.5% | +6.9% | +12.3% |
| 3Y | -1.3% | +41.7% | -43.0% | -16.6% |
| 5Y | +27.2% | +18.4% | +8.7% | +7.3% |
| All | +27.2% | +19.9% | +7.3% | +7.3% |
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 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