+69.4%
ENB vs DOV
+16.3%
+53.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.1% | -0.3% |
| 7D | -0.3% | +1.3% | -1.7% | -0.6% |
| 30D | -1.1% | -8.6% | +7.6% | +1.0% |
| 3M | -8.5% | -13.1% | +4.7% | -5.6% |
| 6M | -4.5% | -8.8% | +4.3% | -3.0% |
| YTD | +9.1% | -1.2% | +10.3% | +8.2% |
| 1Y | +8.0% | +10.7% | -2.7% | +3.4% |
| 3Y | +77.8% | +39.3% | +38.5% | +51.9% |
| 5Y | +69.4% | +16.4% | +52.9% | +44.9% |
| All | +69.4% | +16.3% | +53.0% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling