+328.2%
DOV vs TAP
-47.7%
+375.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +3.4% | -6.3% | +9.7% | +5.6% |
| 30D | +8.8% | +2.7% | +6.1% | +7.5% |
| 3M | +0.9% | -3.7% | +4.7% | +1.6% |
| 6M | -2.8% | -2.0% | -0.8% | -3.1% |
| YTD | +8.1% | -12.3% | +20.4% | +11.3% |
| 1Y | +15.2% | -10.1% | +25.3% | +17.4% |
| 3Y | +64.5% | -25.3% | +89.8% | +75.4% |
| 5Y | +28.9% | -1.9% | +30.8% | +20.8% |
| All | +328.2% | -47.7% | +375.8% | +323.6% |
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