+148.6%
TE vs DOV
+11.5%
+137.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.8% |
| 7D | -4.0% | -2.7% | -1.3% | -2.5% |
| 30D | -15.9% | -8.1% | -7.8% | -12.0% |
| 3M | -60.5% | -9.4% | -51.1% | -58.1% |
| 6M | -35.2% | -12.6% | -22.6% | -31.6% |
| YTD | -31.1% | -0.5% | -30.7% | -22.0% |
| 1Y | +148.6% | +9.2% | +139.4% | +219.7% |
| All | +148.6% | +11.5% | +137.1% | +219.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling