+25.3%
ELV vs DOV
+13.3%
+12.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.1% | +7.5% | +5.8% |
| 7D | +0.9% | -1.9% | +2.8% | +1.2% |
| 30D | +7.2% | -9.9% | +17.0% | +9.4% |
| 3M | +3.4% | -12.1% | +15.5% | +5.9% |
| 6M | +48.6% | -10.4% | +59.0% | +51.3% |
| YTD | +20.6% | -3.3% | +23.9% | +20.6% |
| 1Y | +38.5% | +7.8% | +30.7% | +35.3% |
| 3Y | -2.4% | +36.3% | -38.7% | -11.4% |
| 5Y | +25.3% | +14.8% | +10.5% | +16.5% |
| All | +25.3% | +13.3% | +12.0% | +16.5% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling