+1,040.6%
NBIS vs DOV
-1.5%
+1,042.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.1% | -3.0% | -3.0% |
| 7D | +8.3% | -1.9% | +10.2% | +10.7% |
| 30D | +18.1% | -9.9% | +27.9% | +31.1% |
| 3M | +7.8% | -12.1% | +19.9% | +22.2% |
| 6M | +136.6% | -10.4% | +147.0% | +158.1% |
| YTD | +172.5% | -3.3% | +175.8% | +173.0% |
| 1Y | +144.3% | +7.8% | +136.5% | +111.8% |
| All | +1,040.6% | -1.5% | +1,042.0% | +1,091.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling