+172.3%
XLE vs DOV
+330.7%
-158.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.7% |
| 7D | -0.2% | -0.1% | -0.1% | -0.3% |
| 30D | -4.0% | +11.3% | -15.3% | -10.2% |
| 3M | +4.6% | +2.2% | +2.4% | +2.7% |
| 6M | +12.3% | -2.9% | +15.2% | +12.3% |
| YTD | +44.5% | +9.6% | +34.9% | +32.1% |
| 1Y | +42.4% | +16.7% | +25.8% | +24.8% |
| 3Y | +67.0% | +66.9% | +0.2% | +11.1% |
| 5Y | +161.9% | +32.0% | +129.9% | +98.6% |
| All | +172.3% | +330.7% | -158.4% | -5.4% |
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