+176.1%
ET vs DOV
+296.6%
-120.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +1.3% |
| 7D | +1.4% | -1.9% | +3.3% | +2.3% |
| 30D | +4.6% | -9.9% | +14.4% | +10.2% |
| 3M | +16.0% | -12.1% | +28.2% | +22.9% |
| 6M | +22.8% | -10.4% | +33.2% | +27.7% |
| YTD | +38.9% | -3.3% | +42.2% | +37.7% |
| 1Y | +34.1% | +7.8% | +26.3% | +24.1% |
| 3Y | +98.8% | +36.3% | +62.5% | +56.9% |
| 5Y | +246.8% | +14.8% | +232.0% | +194.4% |
| All | +176.1% | +296.6% | -120.5% | +4.8% |
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