+18.7%
DOV vs TMF
-87.5%
+106.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.6% | +0.9% |
| 7D | -2.7% | -1.4% | -1.2% | -2.6% |
| 30D | -8.1% | -2.8% | -5.3% | -8.0% |
| 3M | -9.4% | -10.9% | +1.5% | -9.0% |
| 6M | -12.6% | -21.3% | +8.7% | -11.9% |
| YTD | -0.5% | -15.9% | +15.4% | +0.1% |
| 1Y | +9.2% | -15.7% | +25.0% | +9.9% |
| 3Y | +34.1% | -43.4% | +77.5% | +35.3% |
| All | +18.7% | -87.5% | +106.2% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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