+311.7%
DOV vs TRU
+228.6%
+83.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +2.1% |
| 7D | +2.5% | -7.2% | +9.7% | +5.4% |
| 30D | -7.5% | -2.8% | -4.7% | -6.8% |
| 3M | -9.7% | +13.0% | -22.7% | -15.2% |
| 6M | -6.1% | +0.7% | -6.8% | -8.3% |
| YTD | +0.5% | -9.0% | +9.5% | +1.1% |
| 1Y | +10.5% | -16.3% | +26.8% | +14.5% |
| 3Y | +41.7% | -1.1% | +42.8% | +29.5% |
| 5Y | +18.4% | -36.0% | +54.4% | +29.6% |
| 10Y | +289.8% | +139.9% | +149.9% | +153.7% |
| All | +311.7% | +228.6% | +83.2% | +147.8% |
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