+151.5%
EXC vs DOV
+294.8%
-143.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.4% |
| 7D | +1.2% | +2.5% | -1.3% | +0.3% |
| 30D | -2.7% | -7.5% | +4.8% | -0.1% |
| 3M | -1.0% | -9.7% | +8.7% | +2.1% |
| 6M | -9.3% | -6.1% | -3.2% | -8.2% |
| YTD | +3.6% | +0.5% | +3.1% | +1.9% |
| 1Y | +5.9% | +10.5% | -4.6% | -0.1% |
| 3Y | +21.3% | +41.7% | -20.4% | -1.0% |
| 5Y | +46.2% | +18.4% | +27.7% | +26.6% |
| 10Y | +151.5% | +289.8% | -138.3% | +53.8% |
| All | +151.5% | +294.8% | -143.3% | +53.8% |
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