+137.1%
EOG vs DOV
+325.7%
-188.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +7.6% | +3.0% | +4.6% | +5.8% |
| 30D | +3.4% | +8.6% | -5.2% | -1.7% |
| 3M | +12.7% | +1.9% | +10.9% | +10.9% |
| 6M | +19.0% | -1.7% | +20.7% | +17.8% |
| YTD | +55.6% | +8.3% | +47.2% | +42.9% |
| 1Y | +49.5% | +16.6% | +33.0% | +31.0% |
| 3Y | +43.2% | +65.1% | -22.0% | -3.9% |
| 5Y | +111.8% | +29.2% | +82.7% | +62.9% |
| All | +137.1% | +325.7% | -188.6% | -25.2% |
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