+49.9%
XLE vs DOV
+21.2%
+28.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.8% |
| 7D | -7.2% | +2.2% | -9.4% | -7.1% |
| 30D | +0.1% | +11.2% | -11.1% | +0.2% |
| 3M | +9.2% | +1.6% | +7.6% | +9.1% |
| 6M | +8.4% | -3.2% | +11.6% | +8.7% |
| YTD | +44.9% | +9.7% | +35.2% | +39.6% |
| 1Y | +49.9% | +20.5% | +29.3% | +40.2% |
| All | +49.9% | +21.2% | +28.7% | +40.2% |
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