+197.7%
EXC vs DOV
+333.6%
-135.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | +9.0% | +12.3% | -3.2% | +4.4% |
| 3M | +3.3% | +1.2% | +2.1% | +2.6% |
| 6M | +5.7% | -3.1% | +8.7% | +6.0% |
| YTD | +7.3% | +9.4% | -2.0% | +2.1% |
| 1Y | +2.9% | +17.6% | -14.7% | -5.0% |
| 3Y | +29.3% | +66.5% | -37.2% | -2.2% |
| 5Y | +40.1% | +29.0% | +11.0% | +16.9% |
| 10Y | +197.7% | +329.8% | -132.2% | +72.4% |
| All | +197.7% | +333.6% | -135.9% | +72.4% |
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