+41.0%
XLE vs DOV
+18.5%
+22.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.5% | -4.0% | +0.5% |
| 7D | -7.9% | -1.4% | -6.5% | -7.9% |
| 30D | -4.8% | +12.8% | -17.6% | -4.7% |
| 3M | +8.4% | +1.1% | +7.2% | +8.2% |
| 6M | +12.7% | -2.6% | +15.3% | +12.9% |
| YTD | +41.3% | +9.9% | +31.4% | +36.1% |
| All | +41.0% | +18.5% | +22.5% | +33.0% |
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