+67.0%
EWZ vs DOV
+333.4%
-266.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | -25.5% | +11.3% | -36.8% | -30.3% |
| 3M | -4.5% | +2.2% | -6.7% | -6.3% |
| 6M | -15.3% | -2.9% | -12.4% | -14.9% |
| YTD | +3.1% | +9.6% | -6.5% | -4.2% |
| 1Y | +1.2% | +16.7% | -15.4% | -9.5% |
| 3Y | +19.3% | +66.9% | -47.6% | -18.6% |
| 5Y | +52.3% | +32.0% | +20.3% | +17.9% |
| 10Y | +67.0% | +334.8% | -267.7% | -35.5% |
| All | +67.0% | +333.4% | -266.4% | -35.5% |
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