+170.7%
XLE vs DOV
+294.8%
-124.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.5% |
| 7D | 0.0% | +2.5% | -2.5% | -1.5% |
| 30D | +12.6% | -7.5% | +20.2% | +17.7% |
| 3M | +11.8% | -9.7% | +21.5% | +17.3% |
| 6M | +16.1% | -6.1% | +22.2% | +17.6% |
| YTD | +46.9% | +0.5% | +46.4% | +42.0% |
| 1Y | +53.3% | +10.5% | +42.7% | +38.5% |
| 3Y | +54.9% | +41.7% | +13.2% | +15.3% |
| 5Y | +225.7% | +18.4% | +207.3% | +165.7% |
| 10Y | +170.7% | +289.8% | -119.1% | +6.4% |
| All | +170.7% | +294.8% | -124.1% | +6.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling