+248.8%
NBIS vs DOV
+11.5%
+237.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.9% | +6.5% | +7.1% |
| 7D | +8.2% | -2.7% | +10.9% | +9.5% |
| 30D | +3.4% | -8.1% | +11.5% | +6.9% |
| 3M | -12.8% | -9.4% | -3.4% | -9.2% |
| 6M | +131.5% | -12.6% | +144.1% | +140.9% |
| YTD | +170.5% | -0.5% | +170.9% | +187.1% |
| 1Y | +248.8% | +9.2% | +239.5% | +220.1% |
| All | +248.8% | +11.5% | +237.3% | +220.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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