+84.1%
EWZ vs DOV
+294.8%
-210.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.4% |
| 7D | +5.6% | +2.5% | +3.0% | +4.1% |
| 30D | +9.3% | -7.5% | +16.8% | +14.1% |
| 3M | +15.7% | -9.7% | +25.4% | +21.8% |
| 6M | +7.4% | -6.1% | +13.5% | +10.2% |
| YTD | +22.7% | +0.5% | +22.2% | +20.7% |
| 1Y | +36.4% | +10.5% | +25.9% | +26.2% |
| 3Y | +50.4% | +41.7% | +8.7% | +14.9% |
| 5Y | +67.6% | +18.4% | +49.2% | +39.6% |
| 10Y | +84.1% | +289.8% | -205.7% | -20.9% |
| All | +84.1% | +294.8% | -210.7% | -20.9% |
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 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