+153.5%
EXPE vs DOV
+42.3%
+111.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.0% | -8.8% | -8.4% |
| 7D | -9.8% | +2.5% | -12.3% | -11.0% |
| 30D | -11.5% | -7.5% | -4.0% | -7.8% |
| 3M | +21.7% | -9.7% | +31.4% | +27.5% |
| 6M | +10.4% | -6.1% | +16.5% | +12.1% |
| YTD | -2.5% | +0.5% | -3.0% | -6.5% |
| 1Y | +27.3% | +10.5% | +16.8% | +14.2% |
| 3Y | +153.5% | +41.7% | +111.8% | +85.1% |
| All | +153.5% | +42.3% | +111.2% | +85.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling