+97.9%
EWT vs DOV
+11.5%
+86.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +0.9% | +1.4% |
| 7D | +4.0% | -2.7% | +6.6% | +5.2% |
| 30D | +10.3% | -8.1% | +18.4% | +14.4% |
| 3M | +6.1% | -9.4% | +15.5% | +10.9% |
| 6M | +56.6% | -12.6% | +69.2% | +64.2% |
| YTD | +76.6% | -0.5% | +77.1% | +80.5% |
| 1Y | +97.9% | +9.2% | +88.6% | +98.9% |
| All | +97.9% | +11.5% | +86.4% | +98.9% |
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 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