+1,920.9%
XEL vs DOV
+6,035.5%
-4,114.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.6% | +1.3% |
| 7D | +1.3% | +2.5% | -1.2% | +0.7% |
| 30D | -1.5% | -7.5% | +6.0% | +0.3% |
| 3M | -0.2% | -9.7% | +9.5% | +2.0% |
| 6M | -5.4% | -6.1% | +0.6% | -4.4% |
| YTD | +5.6% | +0.5% | +5.2% | +4.9% |
| 1Y | +10.5% | +10.5% | -0.1% | +6.8% |
| 3Y | +49.2% | +41.7% | +7.5% | +33.6% |
| 5Y | +30.1% | +18.4% | +11.7% | +20.4% |
| 10Y | +146.7% | +289.8% | -143.1% | +66.5% |
| All | +1,920.9% | +6,035.5% | -4,114.6% | +563.4% |
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