+590.1%
EWT vs DOV
+933.2%
-343.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -1.0% |
| 7D | +1.6% | +2.5% | -0.9% | +0.4% |
| 30D | +8.2% | -7.5% | +15.7% | +12.3% |
| 3M | +11.1% | -9.7% | +20.7% | +16.5% |
| 6M | +60.4% | -6.1% | +66.5% | +64.8% |
| YTD | +75.6% | +0.5% | +75.1% | +74.2% |
| 1Y | +91.3% | +10.5% | +80.8% | +80.4% |
| 3Y | +200.3% | +41.7% | +158.6% | +147.4% |
| 5Y | +156.4% | +18.4% | +137.9% | +125.8% |
| 10Y | +495.8% | +289.8% | +206.0% | +167.5% |
| All | +590.1% | +933.2% | -343.0% | +44.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling