+16.4%
DOV vs TD
+123.1%
-106.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.0% |
| 7D | +1.3% | -1.9% | +3.3% | +2.5% |
| 30D | -8.6% | -1.6% | -7.0% | -7.9% |
| 3M | -13.1% | +4.6% | -17.8% | -15.7% |
| 6M | -8.8% | +26.8% | -35.6% | -21.5% |
| YTD | -1.2% | +28.3% | -29.6% | -15.7% |
| 1Y | +10.7% | +60.4% | -49.7% | -17.9% |
| 3Y | +39.3% | +125.7% | -86.4% | -18.1% |
| 5Y | +16.4% | +122.4% | -105.9% | -30.4% |
| All | +16.4% | +123.1% | -106.6% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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