+2,340.5%
EXC vs DOV
+5,976.9%
-3,636.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | +0.3% | -2.7% | +2.9% | +1.0% |
| 30D | -3.7% | -8.1% | +4.4% | -1.5% |
| 3M | -1.3% | -9.4% | +8.1% | +1.0% |
| 6M | -9.7% | -12.6% | +2.9% | -7.0% |
| YTD | +2.9% | -0.5% | +3.4% | +2.0% |
| 1Y | +4.4% | +9.2% | -4.9% | +0.5% |
| 3Y | +22.2% | +34.1% | -11.9% | +8.7% |
| 5Y | +46.7% | +17.3% | +29.5% | +34.0% |
| 10Y | +155.3% | +284.9% | -129.6% | +67.2% |
| All | +2,340.5% | +5,976.9% | -3,636.3% | +736.8% |
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 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