+39.8%
EXPE vs DOV
+30.7%
+9.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | -3.0% |
| 7D | -13.3% | -1.4% | -12.0% | -12.3% |
| 30D | -5.5% | +12.8% | -18.3% | -12.6% |
| 3M | -16.5% | +1.1% | -17.6% | -17.2% |
| 6M | +13.1% | -2.6% | +15.7% | +13.8% |
| YTD | -8.0% | +9.9% | -17.9% | -16.9% |
| 1Y | +1.1% | +19.3% | -18.2% | -14.1% |
| 3Y | +131.2% | +68.4% | +62.8% | +43.3% |
| 5Y | +39.8% | +29.1% | +10.6% | +0.6% |
| All | +39.8% | +30.7% | +9.0% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling