+46.2%
EXC vs DOV
+19.9%
+26.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.6% |
| 7D | +1.2% | +2.5% | -1.3% | +0.8% |
| 30D | -2.7% | -7.5% | +4.8% | -1.5% |
| 3M | -1.0% | -9.7% | +8.7% | +0.5% |
| 6M | -9.3% | -6.1% | -3.2% | -8.8% |
| YTD | +3.6% | +0.5% | +3.1% | +2.7% |
| 1Y | +5.9% | +10.5% | -4.6% | +2.7% |
| 3Y | +21.3% | +41.7% | -20.4% | +5.9% |
| 5Y | +46.2% | +18.4% | +27.7% | +27.3% |
| All | +46.2% | +19.9% | +26.2% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling