+78.8%
SE vs DOV
+67.7%
+11.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.5% | -1.5% | +1.0% |
| 7D | +3.3% | -1.4% | +4.6% | +3.9% |
| 30D | -18.2% | +12.8% | -30.9% | -22.3% |
| 3M | -31.3% | +1.1% | -32.4% | -31.7% |
| 6M | -10.1% | -2.6% | -7.5% | -9.9% |
| YTD | -38.9% | +9.9% | -48.8% | -42.8% |
| 1Y | -48.0% | +19.3% | -67.3% | -53.7% |
| 3Y | +78.8% | +68.4% | +10.4% | +133.1% |
| All | +78.8% | +67.7% | +11.1% | +133.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling