+292.2%
DOV vs TRU
+147.2%
+145.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.5% |
| 7D | -2.0% | -2.7% | +0.7% | -0.9% |
| 30D | -8.9% | -2.0% | -6.9% | -8.4% |
| 3M | -13.3% | +18.4% | -31.7% | -20.2% |
| 6M | -9.7% | +8.9% | -18.5% | -14.6% |
| YTD | -2.5% | -8.9% | +6.5% | -1.8% |
| 1Y | +7.2% | -15.9% | +23.1% | +11.0% |
| 3Y | +39.4% | -1.1% | +40.5% | +27.1% |
| 5Y | +15.8% | -35.2% | +51.0% | +27.2% |
| All | +292.2% | +147.2% | +145.1% | +179.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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