+6.4%
ELV vs DOV
+29.1%
-22.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | +1.0% | +3.0% | -2.0% | +0.4% |
| 30D | +0.4% | +8.6% | -8.2% | -1.4% |
| 3M | +8.4% | +1.9% | +6.5% | +7.8% |
| 6M | +8.4% | -1.7% | +10.1% | +8.3% |
| YTD | +24.4% | +8.3% | +16.0% | +21.4% |
| 1Y | +33.5% | +16.6% | +16.9% | +28.4% |
| 3Y | -2.1% | +65.1% | -67.2% | -14.8% |
| All | +6.4% | +29.1% | -22.6% | -4.1% |
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