+550.5%
EME vs DOV
+13.3%
+537.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | +0.6% |
| 7D | +0.9% | -1.9% | +2.9% | +2.3% |
| 30D | -8.4% | -9.9% | +1.5% | -1.7% |
| 3M | -3.6% | -12.1% | +8.5% | +5.0% |
| 6M | +3.6% | -10.4% | +14.0% | +11.4% |
| YTD | +22.5% | -3.3% | +25.8% | +25.0% |
| 1Y | +18.2% | +7.8% | +10.4% | +11.8% |
| 3Y | +238.4% | +36.3% | +202.0% | +176.8% |
| 5Y | +550.5% | +14.8% | +535.7% | +488.7% |
| All | +550.5% | +13.3% | +537.2% | +488.7% |
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