-2.8%
EXPE vs DOV
+15.9%
-18.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -0.5% | +3.0% | -3.5% | -1.3% |
| 30D | -6.1% | +8.6% | -14.7% | -7.1% |
| 3M | -21.3% | +1.9% | -23.2% | -21.1% |
| 6M | +19.0% | -1.7% | +20.7% | +19.3% |
| YTD | -8.4% | +8.3% | -16.8% | -19.3% |
| 1Y | -2.8% | +16.6% | -19.3% | -25.8% |
| All | -2.8% | +15.9% | -18.7% | -25.8% |
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