+25.6%
EOG vs DOV
+38.7%
-13.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.5% |
| 7D | -1.3% | +1.3% | -2.6% | -1.6% |
| 30D | +3.4% | -8.6% | +12.0% | +5.5% |
| 3M | +7.8% | -13.1% | +21.0% | +11.2% |
| 6M | +13.4% | -8.8% | +22.2% | +14.4% |
| YTD | +43.5% | -1.2% | +44.7% | +39.8% |
| 1Y | +29.7% | +10.7% | +19.0% | +20.3% |
| All | +25.6% | +38.7% | -13.1% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling