+363.5%
SE vs DOV
+226.8%
+136.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -0.5% | +3.0% | -3.5% | -2.3% |
| 30D | -20.9% | +8.6% | -29.5% | -25.0% |
| 3M | -38.9% | +1.9% | -40.8% | -39.8% |
| 6M | -19.4% | -1.7% | -17.7% | -19.9% |
| YTD | -40.9% | +8.3% | -49.3% | -45.3% |
| 1Y | -46.2% | +16.6% | -62.7% | -52.7% |
| 3Y | +63.7% | +65.1% | -1.4% | +11.2% |
| 5Y | -77.9% | +29.2% | -107.1% | -82.4% |
| All | +363.5% | +226.8% | +136.7% | +130.3% |
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