+273.0%
ELF vs DOV
+29.1%
+243.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.8% |
| 7D | +1.6% | +3.0% | -1.4% | -0.3% |
| 30D | +9.1% | +8.6% | +0.5% | +3.3% |
| 3M | +28.2% | +1.9% | +26.3% | +26.3% |
| 6M | +119.5% | -1.7% | +121.2% | +119.3% |
| YTD | +55.2% | +8.3% | +46.8% | +44.2% |
| 1Y | +58.6% | +16.6% | +42.0% | +40.0% |
| 3Y | +21.3% | +65.1% | -43.8% | -13.3% |
| All | +273.0% | +29.1% | +243.9% | +209.7% |
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