+633.7%
XLU vs DOV
+1,281.7%
-648.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.4% |
| 7D | -1.2% | -1.9% | +0.8% | -0.6% |
| 30D | -2.5% | -9.9% | +7.3% | +0.4% |
| 3M | -2.7% | -12.1% | +9.4% | +0.6% |
| 6M | -7.5% | -10.4% | +3.0% | -5.0% |
| YTD | +0.9% | -3.3% | +4.3% | +1.2% |
| 1Y | +3.3% | +7.8% | -4.5% | -0.1% |
| 3Y | +47.3% | +36.3% | +11.0% | +30.9% |
| 5Y | +44.4% | +14.8% | +29.6% | +33.4% |
| 10Y | +140.8% | +294.0% | -153.2% | +52.3% |
| All | +633.7% | +1,281.7% | -648.0% | +183.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling