+99.1%
ET vs DOV
+41.1%
+58.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.2% |
| 7D | +0.4% | +2.5% | -2.1% | -0.3% |
| 30D | +6.9% | -7.5% | +14.4% | +9.1% |
| 3M | +13.1% | -9.7% | +22.8% | +15.8% |
| 6M | +18.7% | -6.1% | +24.8% | +19.4% |
| YTD | +37.4% | +0.5% | +37.0% | +34.3% |
| 1Y | +34.8% | +10.5% | +24.3% | +26.2% |
| All | +99.1% | +41.1% | +58.0% | +67.9% |
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