+169.7%
EXE vs DOV
+68.0%
+101.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.4% |
| 7D | -3.1% | -2.0% | -1.2% | -2.6% |
| 30D | -0.9% | -8.9% | +8.0% | +2.0% |
| 3M | +9.6% | -13.3% | +22.8% | +14.2% |
| 6M | -11.6% | -9.7% | -1.9% | -9.7% |
| YTD | -12.6% | -2.5% | -10.1% | -13.5% |
| 1Y | +1.2% | +7.2% | -6.1% | -3.9% |
| 3Y | +18.0% | +39.4% | -21.4% | -2.6% |
| 5Y | +101.1% | +15.8% | +85.3% | +68.2% |
| All | +169.7% | +68.0% | +101.7% | +102.7% |
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