+165.9%
DOV vs NTR
+103.7%
+62.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | +1.3% | +0.5% | +0.8% | +1.1% |
| 30D | -8.6% | +21.7% | -30.4% | -14.7% |
| 3M | -13.1% | +22.8% | -35.9% | -19.5% |
| 6M | -8.8% | +8.2% | -17.0% | -12.5% |
| YTD | -1.2% | +32.9% | -34.2% | -12.5% |
| 1Y | +10.7% | +45.3% | -34.6% | -5.8% |
| 3Y | +39.3% | +41.7% | -2.4% | +17.0% |
| 5Y | +16.4% | +49.8% | -33.4% | -15.0% |
| All | +165.9% | +103.7% | +62.2% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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