+253.5%
EME vs DOV
+37.0%
+216.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.7% |
| 7D | +3.5% | -2.0% | +5.5% | +5.1% |
| 30D | -6.3% | -8.9% | +2.6% | +0.2% |
| 3M | -3.8% | -13.3% | +9.5% | +6.3% |
| 6M | +8.5% | -9.7% | +18.2% | +16.5% |
| YTD | +27.8% | -2.5% | +30.3% | +29.6% |
| 1Y | +22.2% | +7.2% | +15.0% | +15.4% |
| 3Y | +253.5% | +39.4% | +214.1% | +192.7% |
| All | +253.5% | +37.0% | +216.5% | +192.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling