+238.8%
EQX vs DOV
+202.5%
+36.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.4% |
| 7D | -3.2% | -2.0% | -1.2% | -2.7% |
| 30D | +7.8% | -8.9% | +16.7% | +10.6% |
| 3M | +21.3% | -13.3% | +34.6% | +26.0% |
| 6M | -22.4% | -9.7% | -12.8% | -20.2% |
| YTD | -11.3% | -2.5% | -8.9% | -10.5% |
| 1Y | +13.5% | +7.2% | +6.3% | +11.8% |
| 3Y | +162.1% | +39.4% | +122.7% | +139.5% |
| 5Y | +84.2% | +15.8% | +68.4% | +68.7% |
| All | +238.8% | +202.5% | +36.4% | +293.8% |
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