+119.0%
EOG vs DOV
+296.6%
-177.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +1.5% |
| 7D | +1.0% | -1.9% | +3.0% | +2.1% |
| 30D | +2.8% | -9.9% | +12.7% | +8.7% |
| 3M | +5.9% | -12.1% | +18.0% | +12.4% |
| 6M | +17.1% | -10.4% | +27.5% | +21.2% |
| YTD | +43.9% | -3.3% | +47.2% | +41.5% |
| 1Y | +26.9% | +7.8% | +19.1% | +15.9% |
| 3Y | +23.6% | +36.3% | -12.8% | -6.2% |
| 5Y | +178.1% | +14.8% | +163.3% | +129.6% |
| All | +119.0% | +296.6% | -177.6% | -16.4% |
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 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