+736.5%
EXPE vs DOV
+1,075.2%
-338.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.4% |
| 7D | -4.2% | +3.4% | -7.6% | -6.5% |
| 30D | -4.5% | +8.8% | -13.4% | -9.8% |
| 3M | -19.7% | +0.9% | -20.6% | -20.4% |
| 6M | +18.3% | -2.8% | +21.1% | +19.0% |
| YTD | -7.3% | +8.1% | -15.4% | -14.6% |
| 1Y | -3.9% | +15.2% | -19.1% | -15.1% |
| 3Y | +123.0% | +64.5% | +58.5% | +51.7% |
| 5Y | +47.9% | +28.9% | +19.1% | +18.4% |
| 10Y | +126.5% | +328.7% | -202.2% | -18.9% |
| All | +736.5% | +1,075.2% | -338.8% | +32.9% |
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