+17.0%
EIX vs DOV
+28.5%
-11.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +1.0% | -0.7% | +1.7% | +1.2% |
| 30D | +8.9% | +12.3% | -3.4% | +4.7% |
| 3M | -9.8% | +1.2% | -11.0% | -10.2% |
| 6M | -10.2% | -3.1% | -7.1% | -9.7% |
| YTD | +5.9% | +9.4% | -3.4% | +1.9% |
| 1Y | +10.9% | +17.6% | -6.7% | +4.0% |
| 3Y | +10.2% | +66.5% | -56.3% | -12.4% |
| 5Y | +17.0% | +29.0% | -12.0% | -5.4% |
| All | +17.0% | +28.5% | -11.5% | -5.4% |
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