+29.4%
EXPE vs DOV
+8.0%
+21.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +1.9% |
| 7D | -8.7% | -1.9% | -6.7% | -8.4% |
| 30D | -13.6% | -9.9% | -3.8% | -12.1% |
| 3M | +26.6% | -12.1% | +38.8% | +28.7% |
| 6M | +19.9% | -10.4% | +30.4% | +20.8% |
| YTD | -1.7% | -3.3% | +1.6% | -4.8% |
| 1Y | +29.4% | +7.8% | +21.7% | +28.6% |
| All | +29.4% | +8.0% | +21.4% | +28.6% |
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 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