-30.4%
ELAN vs DOV
+14.8%
-45.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.7% |
| 7D | -5.4% | -2.0% | -3.4% | -4.0% |
| 30D | +4.7% | -8.9% | +13.6% | +12.0% |
| 3M | -3.7% | -13.3% | +9.6% | +6.1% |
| 6M | -1.2% | -9.7% | +8.5% | +6.0% |
| YTD | +2.4% | -2.5% | +4.8% | +3.7% |
| 1Y | +23.4% | +7.2% | +16.1% | +15.7% |
| 3Y | +96.7% | +39.4% | +57.3% | +47.1% |
| All | -30.4% | +14.8% | -45.2% | -45.7% |
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