+4,285.9%
EMR vs DOV
+6,592.8%
-2,306.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.0% | -0.1% | -1.9% | -1.9% |
| 30D | +2.8% | +11.3% | -8.5% | -3.5% |
| 3M | +2.0% | +2.2% | -0.2% | +0.7% |
| 6M | +20.7% | -2.9% | +23.6% | +22.3% |
| YTD | +27.3% | +9.6% | +17.7% | +20.4% |
| 1Y | +31.0% | +16.7% | +14.3% | +19.5% |
| 3Y | +103.6% | +66.9% | +36.7% | +50.4% |
| 5Y | +88.6% | +32.0% | +56.6% | +58.2% |
| 10Y | +280.6% | +334.8% | -54.1% | +66.8% |
| All | +4,285.9% | +6,592.8% | -2,306.9% | +494.7% |
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 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