+3,912.1%
EMR vs DOV
+5,976.9%
-2,064.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.2% |
| 7D | -1.5% | -2.7% | +1.1% | +0.1% |
| 30D | -5.6% | -8.1% | +2.5% | -0.7% |
| 3M | +7.9% | -9.4% | +17.3% | +14.0% |
| 6M | +6.0% | -12.6% | +18.6% | +14.6% |
| YTD | +16.4% | -0.5% | +16.9% | +16.7% |
| 1Y | +16.6% | +9.2% | +7.4% | +10.3% |
| 3Y | +62.9% | +34.1% | +28.7% | +36.8% |
| 5Y | +60.1% | +17.3% | +42.8% | +44.1% |
| 10Y | +268.7% | +284.9% | -16.2% | +73.0% |
| All | +3,912.1% | +5,976.9% | -2,064.8% | +476.4% |
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 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