+303.5%
EWY vs DOV
+300.2%
+3.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.4% | +2.8% |
| 7D | -0.1% | -2.0% | +1.9% | +1.0% |
| 30D | +7.3% | -8.9% | +16.2% | +12.7% |
| 3M | -5.1% | -13.3% | +8.1% | +2.3% |
| 6M | +42.1% | -9.7% | +51.7% | +50.3% |
| YTD | +94.1% | -2.5% | +96.6% | +97.6% |
| 1Y | +147.8% | +7.2% | +140.6% | +139.3% |
| 3Y | +222.9% | +39.4% | +183.5% | +167.1% |
| 5Y | +150.6% | +15.8% | +134.8% | +123.9% |
| All | +303.5% | +300.2% | +3.3% | +124.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling