+70.0%
XLE vs DOV
+65.5%
+4.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +5.4% | +3.0% | +2.4% | +4.5% |
| 30D | -3.9% | +8.6% | -12.5% | -6.3% |
| 3M | +7.0% | +1.9% | +5.2% | +6.2% |
| 6M | +14.2% | -1.7% | +15.9% | +13.9% |
| YTD | +48.2% | +8.3% | +39.8% | +40.7% |
| 1Y | +47.7% | +16.6% | +31.1% | +35.8% |
| 3Y | +70.0% | +65.1% | +4.9% | +36.2% |
| All | +70.0% | +65.5% | +4.5% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling