+149.9%
XLE vs DOV
+25.3%
+124.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.2% |
| 7D | -12.0% | -1.9% | -10.1% | -11.5% |
| 30D | -2.7% | +8.3% | -11.0% | -5.6% |
| 3M | +6.6% | -3.1% | +9.6% | +7.5% |
| 6M | +9.5% | -9.8% | +19.3% | +12.9% |
| YTD | +40.6% | +5.2% | +35.4% | +34.6% |
| 1Y | +43.6% | +15.3% | +28.3% | +31.9% |
| 3Y | +58.1% | +58.8% | -0.7% | +23.8% |
| All | +149.9% | +25.3% | +124.7% | +103.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling