+158.0%
EXPE vs DOV
+286.8%
-128.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | +0.5% |
| 7D | -11.5% | +1.3% | -12.8% | -12.4% |
| 30D | -13.1% | -8.6% | -4.4% | -7.6% |
| 3M | +18.1% | -13.1% | +31.3% | +28.8% |
| 6M | +13.3% | -8.8% | +22.1% | +18.5% |
| YTD | -3.2% | -1.2% | -2.0% | -5.5% |
| 1Y | +26.1% | +10.7% | +15.4% | +12.7% |
| 3Y | +151.7% | +39.3% | +112.4% | +86.8% |
| 5Y | +88.3% | +16.4% | +71.9% | +56.9% |
| 10Y | +158.0% | +302.5% | -144.5% | +24.3% |
| All | +158.0% | +286.8% | -128.8% | +24.3% |
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