+855.0%
EXPE vs DOV
+982.2%
-127.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.3% |
| 7D | -9.5% | -2.7% | -6.9% | -7.9% |
| 30D | -6.6% | -8.1% | +1.5% | -1.3% |
| 3M | +31.4% | -9.4% | +40.8% | +39.0% |
| 6M | +35.2% | -12.6% | +47.8% | +45.1% |
| YTD | +5.8% | -0.5% | +6.3% | +3.4% |
| 1Y | +38.7% | +9.2% | +29.4% | +26.3% |
| 3Y | +175.8% | +34.1% | +141.7% | +115.9% |
| 5Y | +111.8% | +17.3% | +94.6% | +80.4% |
| 10Y | +179.7% | +284.9% | -105.2% | +7.0% |
| All | +855.0% | +982.2% | -127.2% | +60.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling