+2.7%
EXE vs DOV
+8.0%
-5.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.1% |
| 7D | -2.2% | -1.9% | -0.3% | -2.3% |
| 30D | -0.8% | -9.9% | +9.1% | -1.6% |
| 3M | +10.0% | -12.1% | +22.2% | +9.3% |
| 6M | -6.3% | -10.4% | +4.1% | -6.7% |
| YTD | -10.7% | -3.3% | -7.4% | -10.3% |
| 1Y | +2.7% | +7.8% | -5.1% | +3.7% |
| All | +2.7% | +8.0% | -5.4% | +3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling