+297.1%
DOV vs TAP
-50.5%
+347.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.4% |
| 7D | +1.3% | -5.1% | +6.4% | +3.0% |
| 30D | -8.6% | -8.4% | -0.2% | -6.1% |
| 3M | -13.1% | -3.9% | -9.2% | -12.4% |
| 6M | -8.8% | -14.4% | +5.6% | -4.7% |
| YTD | -1.2% | -14.7% | +13.5% | +3.0% |
| 1Y | +10.7% | -18.7% | +29.4% | +16.9% |
| 3Y | +39.3% | -32.6% | +71.9% | +54.3% |
| 5Y | +16.4% | -1.4% | +17.8% | +9.0% |
| All | +297.1% | -50.5% | +347.6% | +283.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 10y: compounded portfolio wealth divided by compounded TAP 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…
10y analysis · Full analysis span regression · 6 months rolling