+7.2%
DOV vs TRU
-13.7%
+20.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.8% |
| 7D | -2.0% | -2.7% | +0.7% | -1.7% |
| 30D | -8.9% | -2.0% | -6.9% | -8.8% |
| 3M | -13.3% | +18.4% | -31.7% | -15.4% |
| 6M | -9.7% | +8.9% | -18.5% | -11.1% |
| YTD | -2.5% | -8.9% | +6.5% | -1.4% |
| 1Y | +7.2% | -15.9% | +23.1% | +7.0% |
| All | +7.2% | -13.7% | +20.9% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling