+280.4%
EMR vs DOV
+325.7%
-45.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +2.8% | +3.0% | -0.1% | +0.5% |
| 30D | +3.7% | +8.6% | -4.9% | -2.9% |
| 3M | +2.0% | +1.9% | +0.2% | +0.5% |
| 6M | +22.1% | -1.7% | +23.8% | +22.7% |
| YTD | +27.2% | +8.3% | +18.9% | +18.6% |
| 1Y | +32.0% | +16.6% | +15.5% | +16.2% |
| 3Y | +103.3% | +65.1% | +38.1% | +34.2% |
| 5Y | +88.2% | +29.2% | +59.1% | +48.0% |
| All | +280.4% | +325.7% | -45.3% | +23.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling