+338.7%
ELF vs DOV
+333.4%
+5.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +4.3% | -0.1% | +4.4% | +4.3% |
| 30D | +7.7% | +11.3% | -3.5% | +0.9% |
| 3M | +24.7% | +2.2% | +22.5% | +22.7% |
| 6M | +114.6% | -2.9% | +117.6% | +116.2% |
| YTD | +55.8% | +9.6% | +46.2% | +45.0% |
| 1Y | +51.9% | +16.7% | +35.3% | +36.1% |
| 3Y | +24.6% | +66.9% | -42.3% | -8.8% |
| 5Y | +279.2% | +32.0% | +247.2% | +211.2% |
| 10Y | +338.7% | +334.8% | +4.0% | +135.0% |
| All | +338.7% | +333.4% | +5.3% | +135.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling