+178.5%
EXE vs DOV
+71.4%
+107.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -0.3% | -2.7% | +2.4% | +0.6% |
| 30D | +8.5% | -8.1% | +16.5% | +11.3% |
| 3M | +5.5% | -9.4% | +14.9% | +8.3% |
| 6M | -5.9% | -12.6% | +6.7% | -2.6% |
| YTD | -9.7% | -0.5% | -9.2% | -11.3% |
| 1Y | +3.6% | +9.2% | -5.7% | -2.2% |
| 3Y | +18.0% | +34.1% | -16.1% | -0.5% |
| 5Y | +109.4% | +17.3% | +92.2% | +74.6% |
| All | +178.5% | +71.4% | +107.1% | +108.0% |
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