+255.2%
ENPH vs DOV
+547.1%
-291.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | -8.4% | +3.0% | -11.4% | -10.7% |
| 30D | -11.2% | +8.6% | -19.8% | -17.3% |
| 3M | -36.1% | +1.9% | -37.9% | -37.2% |
| 6M | -37.9% | -1.7% | -36.3% | -37.4% |
| YTD | -18.7% | +8.3% | -27.0% | -23.9% |
| 1Y | -9.8% | +16.6% | -26.4% | -20.8% |
| 3Y | -66.8% | +65.1% | -131.9% | -79.4% |
| 5Y | -89.6% | +29.2% | -118.8% | -92.0% |
| 10Y | +2,186.8% | +329.7% | +1,857.2% | +448.0% |
| All | +255.2% | +547.1% | -291.9% | -51.1% |
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