+4.1%
EWZ vs DOV
+18.5%
-14.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.5% | -2.5% | +0.6% |
| 7D | +1.4% | -1.4% | +2.8% | +1.8% |
| 30D | -25.1% | +12.8% | -37.9% | -28.2% |
| 3M | -7.7% | +1.1% | -8.9% | -7.8% |
| 6M | -15.8% | -2.6% | -13.2% | -15.0% |
| YTD | +3.6% | +9.9% | -6.3% | -1.0% |
| All | +4.1% | +18.5% | -14.4% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling