-28.7%
ETHA vs DOV
+9.8%
-38.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.3% |
| 7D | +2.7% | +2.5% | +0.2% | +0.7% |
| 30D | +29.4% | -7.5% | +36.9% | +37.5% |
| 3M | +47.2% | -9.7% | +56.9% | +57.8% |
| 6M | +25.4% | -6.1% | +31.5% | +27.9% |
| YTD | -16.5% | +0.5% | -17.0% | -21.2% |
| 1Y | -42.3% | +10.5% | -52.9% | -51.3% |
| All | -28.7% | +9.8% | -38.4% | -38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling