+1,138.8%
DOV vs TMF
-68.9%
+1,207.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.6% | +1.0% |
| 7D | -2.7% | -1.4% | -1.2% | -2.9% |
| 30D | -8.1% | -2.8% | -5.3% | -8.5% |
| 3M | -9.4% | -10.9% | +1.5% | -11.0% |
| 6M | -12.6% | -21.3% | +8.7% | -15.8% |
| YTD | -0.5% | -15.9% | +15.4% | -3.0% |
| 1Y | +9.2% | -15.7% | +25.0% | +6.6% |
| 3Y | +34.1% | -43.4% | +77.5% | +25.0% |
| 5Y | +17.3% | -87.8% | +105.0% | -18.6% |
| 10Y | +284.9% | -86.7% | +371.7% | +206.3% |
| All | +1,138.8% | -68.9% | +1,207.7% | +1,366.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling