+926.8%
XBI vs DOV
+815.5%
+111.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.7% |
| 7D | -3.6% | +1.3% | -5.0% | -4.3% |
| 30D | +0.9% | -8.6% | +9.5% | +5.4% |
| 3M | +21.4% | -13.1% | +34.6% | +29.4% |
| 6M | +25.5% | -8.8% | +34.3% | +30.1% |
| YTD | +30.8% | -1.2% | +32.1% | +29.9% |
| 1Y | +68.6% | +10.7% | +57.9% | +57.4% |
| 3Y | +103.9% | +39.3% | +64.6% | +67.7% |
| 5Y | +20.8% | +16.4% | +4.3% | +7.7% |
| 10Y | +164.0% | +302.5% | -138.5% | +22.3% |
| All | +926.8% | +815.5% | +111.2% | +178.7% |
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 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