+91.1%
EXPE vs DOV
+19.9%
+71.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.0% | -8.8% | -8.5% |
| 7D | -9.8% | +2.5% | -12.3% | -11.3% |
| 30D | -11.5% | -7.5% | -4.0% | -7.0% |
| 3M | +21.7% | -9.7% | +31.4% | +28.7% |
| 6M | +10.4% | -6.1% | +16.5% | +12.7% |
| YTD | -2.5% | +0.5% | -3.0% | -6.4% |
| 1Y | +27.3% | +10.5% | +16.8% | +13.3% |
| 3Y | +153.5% | +41.7% | +111.8% | +81.2% |
| 5Y | +91.1% | +18.4% | +72.6% | +47.0% |
| All | +91.1% | +19.9% | +71.1% | +47.0% |
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