+49.5%
EQT vs DOV
+296.6%
-247.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.6% |
| 7D | -1.2% | -1.9% | +0.8% | -0.3% |
| 30D | +1.1% | -9.9% | +11.0% | +6.1% |
| 3M | +4.8% | -12.1% | +16.9% | +10.7% |
| 6M | -10.6% | -10.4% | -0.1% | -7.2% |
| YTD | +3.4% | -3.3% | +6.8% | +2.7% |
| 1Y | +8.7% | +7.8% | +0.9% | +1.3% |
| 3Y | +35.0% | +36.3% | -1.4% | +8.6% |
| 5Y | +204.2% | +14.8% | +189.4% | +163.4% |
| All | +49.5% | +296.6% | -247.1% | -35.4% |
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