+127.7%
EXPE vs DOV
+325.7%
-198.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -0.5% | +3.0% | -3.5% | -2.6% |
| 30D | -6.1% | +8.6% | -14.7% | -11.4% |
| 3M | -21.3% | +1.9% | -23.2% | -22.5% |
| 6M | +19.0% | -1.7% | +20.7% | +18.7% |
| YTD | -8.4% | +8.3% | -16.8% | -16.4% |
| 1Y | -2.8% | +16.6% | -19.3% | -15.8% |
| 3Y | +120.8% | +65.1% | +55.6% | +43.2% |
| 5Y | +46.2% | +29.2% | +17.0% | +12.7% |
| All | +127.7% | +325.7% | -198.0% | +1.6% |
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