+47.9%
XBI vs DOV
+21.2%
+26.7%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.8% |
| 7D | +1.0% | +2.2% | -1.2% | +0.5% |
| 30D | +1.9% | +11.2% | -9.3% | -0.8% |
| 3M | +4.8% | +1.6% | +3.2% | +4.6% |
| 6M | +19.3% | -3.2% | +22.5% | +20.5% |
| YTD | +30.6% | +9.7% | +20.9% | +26.0% |
| 1Y | +47.9% | +20.5% | +27.4% | +33.9% |
| All | +47.9% | +21.2% | +26.7% | +33.9% |
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 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