-42.7%
ETHA vs DOV
+11.5%
-54.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.6% | -3.0% |
| 7D | +0.8% | -2.7% | +3.5% | +1.7% |
| 30D | +27.9% | -8.1% | +36.0% | +31.6% |
| 3M | +38.3% | -9.4% | +47.7% | +42.2% |
| 6M | +14.0% | -12.6% | +26.6% | +17.9% |
| YTD | -17.4% | -0.5% | -17.0% | -19.4% |
| 1Y | -42.7% | +9.2% | -51.9% | -46.2% |
| All | -42.7% | +11.5% | -54.2% | -46.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling