+17.8%
DOV vs TRU
-35.6%
+53.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.6% |
| 7D | -2.0% | -2.7% | +0.7% | -1.1% |
| 30D | -8.9% | -2.0% | -6.9% | -8.5% |
| 3M | -13.3% | +18.4% | -31.7% | -19.1% |
| 6M | -9.7% | +8.9% | -18.5% | -13.7% |
| YTD | -2.5% | -8.9% | +6.5% | -1.6% |
| 1Y | +7.2% | -15.9% | +23.1% | +10.9% |
| 3Y | +39.4% | -1.1% | +40.5% | +31.4% |
| All | +17.8% | -35.6% | +53.4% | +32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling