+2,451.3%
EXC vs DOV
+6,322.5%
-3,871.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.1% |
| 7D | -1.2% | -1.9% | +0.7% | -0.7% |
| 30D | +10.0% | +8.3% | +1.7% | +7.5% |
| 3M | +1.6% | -3.1% | +4.7% | +2.3% |
| 6M | +3.3% | -9.8% | +13.1% | +5.6% |
| YTD | +7.6% | +5.2% | +2.4% | +4.9% |
| 1Y | +3.5% | +15.3% | -11.9% | -1.8% |
| 3Y | +27.7% | +58.8% | -31.1% | +8.1% |
| 5Y | +41.1% | +26.6% | +14.6% | +26.1% |
| 10Y | +178.2% | +351.6% | -173.4% | +74.9% |
| All | +2,451.3% | +6,322.5% | -3,871.2% | +760.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling