+55.2%
EWT vs DOV
+21.2%
+34.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -10.9% | +2.2% | -13.1% | -11.9% |
| 30D | -17.7% | +11.2% | -28.9% | -22.0% |
| 3M | -5.0% | +1.6% | -6.6% | -5.7% |
| 6M | +7.4% | -3.2% | +10.6% | +9.0% |
| YTD | +52.8% | +9.7% | +43.1% | +47.3% |
| 1Y | +55.2% | +20.5% | +34.7% | +40.7% |
| All | +55.2% | +21.2% | +34.0% | +40.7% |
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