+73.7%
EXE vs DOV
+29.3%
+44.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +1.5% | -0.1% | +1.6% | +1.5% |
| 30D | -0.2% | +11.3% | -11.5% | -3.5% |
| 3M | -9.2% | +2.2% | -11.4% | -10.0% |
| 6M | -7.2% | -2.9% | -4.3% | -6.9% |
| YTD | -18.3% | +9.6% | -27.9% | -22.2% |
| 1Y | -23.6% | +16.7% | -40.3% | -29.1% |
| 3Y | +21.9% | +66.9% | -44.9% | -6.7% |
| 5Y | +73.7% | +32.0% | +41.7% | +35.5% |
| All | +73.7% | +29.3% | +44.3% | +35.5% |
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