+113.5%
ENB vs DOV
+325.7%
-212.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +3.1% | +3.0% | +0.1% | +1.9% |
| 30D | +2.1% | +8.6% | -6.5% | -1.3% |
| 3M | -4.4% | +1.9% | -6.3% | -5.4% |
| 6M | -10.1% | -1.7% | -8.4% | -10.2% |
| YTD | +5.2% | +8.3% | -3.2% | 0.0% |
| 1Y | +4.2% | +16.6% | -12.3% | -4.1% |
| 3Y | +70.1% | +65.1% | +5.0% | +28.0% |
| 5Y | +59.4% | +29.2% | +30.2% | +32.3% |
| All | +113.5% | +325.7% | -212.2% | +5.9% |
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 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