-40.9%
SE vs DOV
+11.5%
-52.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | -6.1% | -2.7% | -3.4% | -5.8% |
| 30D | -2.5% | -8.1% | +5.6% | -1.5% |
| 3M | +21.7% | -9.4% | +31.1% | +22.3% |
| 6M | +27.0% | -12.6% | +39.6% | +27.6% |
| YTD | -12.1% | -0.5% | -11.7% | -13.0% |
| 1Y | -40.9% | +9.2% | -50.2% | -41.9% |
| All | -40.9% | +11.5% | -52.4% | -41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling