+146.1%
EWT vs DOV
+13.3%
+132.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -1.6% |
| 7D | -1.1% | -1.9% | +0.8% | -0.2% |
| 30D | +4.8% | -9.9% | +14.7% | +9.8% |
| 3M | +11.1% | -12.1% | +23.3% | +17.8% |
| 6M | +54.6% | -10.4% | +65.1% | +62.1% |
| YTD | +71.4% | -3.3% | +74.8% | +73.5% |
| 1Y | +82.1% | +7.8% | +74.3% | +74.9% |
| 3Y | +193.2% | +36.3% | +156.9% | +150.8% |
| 5Y | +146.1% | +14.8% | +131.3% | +118.3% |
| All | +146.1% | +13.3% | +132.8% | +118.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling