+646.6%
SEI vs DOV
+250.9%
+395.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +1.0% | +15.3% | +15.5% |
| 7D | +28.8% | +2.5% | +26.3% | +26.3% |
| 30D | +10.4% | -7.5% | +17.9% | +18.0% |
| 3M | -11.4% | -9.7% | -1.7% | -3.3% |
| 6M | +31.2% | -6.1% | +37.3% | +38.8% |
| YTD | +39.7% | +0.5% | +39.2% | +38.9% |
| 1Y | +149.0% | +10.5% | +138.4% | +127.2% |
| 3Y | +560.2% | +41.7% | +518.5% | +411.2% |
| 5Y | +955.7% | +18.4% | +937.2% | +811.4% |
| All | +646.6% | +250.9% | +395.6% | +183.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling