+195.6%
EQT vs DOV
+13.8%
+181.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.5% |
| 7D | -1.2% | -1.9% | +0.8% | -0.4% |
| 30D | +1.1% | -9.9% | +11.0% | +5.4% |
| 3M | +4.8% | -12.1% | +16.9% | +9.9% |
| 6M | -10.6% | -10.4% | -0.1% | -7.7% |
| YTD | +3.4% | -3.3% | +6.8% | +2.3% |
| 1Y | +8.7% | +7.8% | +0.9% | +1.3% |
| 3Y | +35.0% | +36.3% | -1.4% | +7.6% |
| All | +195.6% | +13.8% | +181.7% | +150.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling