+7,515.3%
EW vs DOV
+1,012.6%
+6,502.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.5% | -2.0% | +1.1% |
| 7D | +12.3% | -1.4% | +13.6% | +12.7% |
| 30D | +22.9% | +12.8% | +10.1% | +18.1% |
| 3M | +16.7% | +1.1% | +15.6% | +16.0% |
| 6M | +31.0% | -2.6% | +33.6% | +31.2% |
| YTD | +22.8% | +9.9% | +12.9% | +17.9% |
| 1Y | +25.6% | +19.3% | +6.3% | +17.3% |
| 3Y | +62.0% | +68.4% | -6.4% | +31.9% |
| 5Y | -12.8% | +29.1% | -41.9% | -23.1% |
| 10Y | +239.8% | +340.2% | -100.4% | +105.8% |
| All | +7,515.3% | +1,012.6% | +6,502.7% | +2,969.4% |
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