+343.9%
DOV vs TRU
+243.6%
+100.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +3.0% | 0.0% | +3.0% | +3.0% |
| 30D | +8.6% | +21.3% | -12.7% | -0.1% |
| 3M | +1.9% | +0.2% | +1.6% | +0.5% |
| 6M | -1.7% | +22.4% | -24.1% | -11.8% |
| YTD | +8.3% | -4.8% | +13.2% | +6.1% |
| 1Y | +16.6% | -0.2% | +16.7% | +11.7% |
| 3Y | +65.1% | +57.9% | +7.2% | +23.7% |
| 5Y | +29.2% | -26.1% | +55.3% | +31.2% |
| 10Y | +329.7% | +184.8% | +144.9% | +161.0% |
| All | +343.9% | +243.6% | +100.3% | +160.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling