+568.6%
SE vs DOV
+197.9%
+370.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.0% |
| 7D | -3.6% | +1.3% | -5.0% | -4.4% |
| 30D | -5.3% | -8.6% | +3.3% | 0.0% |
| 3M | +28.1% | -13.1% | +41.2% | +38.4% |
| 6M | +20.7% | -8.8% | +29.5% | +25.3% |
| YTD | -14.8% | -1.2% | -13.6% | -16.2% |
| 1Y | -43.6% | +10.7% | -54.3% | -49.0% |
| 3Y | +184.2% | +39.3% | +144.9% | +116.2% |
| 5Y | -66.3% | +16.4% | -82.7% | -71.3% |
| All | +568.6% | +197.9% | +370.6% | +252.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling