+954.5%
SEI vs DOV
+13.3%
+941.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.1% | -3.1% | -3.4% |
| 7D | +20.7% | -1.9% | +22.6% | +22.8% |
| 30D | +9.1% | -9.9% | +19.0% | +19.2% |
| 3M | -6.0% | -12.1% | +6.1% | +5.2% |
| 6M | +18.9% | -10.4% | +29.4% | +30.8% |
| YTD | +40.1% | -3.3% | +43.5% | +43.9% |
| 1Y | +120.6% | +7.8% | +112.9% | +105.7% |
| 3Y | +562.1% | +36.3% | +525.8% | +453.3% |
| 5Y | +954.5% | +14.8% | +939.7% | +774.2% |
| All | +954.5% | +13.3% | +941.2% | +774.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling