+62,321.4%
EME vs DOV
+3,513.8%
+58,807.7%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.6% | +2.0% |
| 7D | +5.2% | +2.5% | +2.6% | +3.7% |
| 30D | -5.4% | -7.5% | +2.2% | -1.0% |
| 3M | -6.1% | -9.7% | +3.6% | -0.4% |
| 6M | +9.7% | -6.1% | +15.7% | +13.7% |
| YTD | +26.6% | +0.5% | +26.1% | +26.0% |
| 1Y | +24.6% | +10.5% | +14.1% | +17.2% |
| 3Y | +249.6% | +41.7% | +207.9% | +185.3% |
| 5Y | +556.6% | +18.4% | +538.1% | +484.5% |
| 10Y | +1,286.6% | +289.8% | +996.9% | +536.6% |
| All | +62,321.4% | +3,513.8% | +58,807.7% | +8,773.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling