+273.0%
EMR vs DOV
+300.2%
-27.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +1.9% |
| 7D | -0.4% | -2.0% | +1.6% | +1.1% |
| 30D | -6.8% | -8.9% | +2.1% | +0.3% |
| 3M | +7.5% | -13.3% | +20.7% | +19.3% |
| 6M | +9.9% | -9.7% | +19.5% | +18.2% |
| YTD | +16.0% | -2.5% | +18.4% | +17.6% |
| 1Y | +12.4% | +7.2% | +5.2% | +5.3% |
| 3Y | +60.2% | +39.4% | +20.8% | +21.6% |
| 5Y | +67.9% | +15.8% | +52.0% | +44.3% |
| All | +273.0% | +300.2% | -27.1% | +36.4% |
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