+1,022.8%
NBIS vs DOV
-0.6%
+1,023.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.5% |
| 7D | -0.8% | -2.0% | +1.2% | +1.3% |
| 30D | -13.4% | -8.9% | -4.5% | -4.8% |
| 3M | +1.0% | -13.3% | +14.3% | +16.0% |
| 6M | +100.5% | -9.7% | +110.2% | +116.8% |
| YTD | +168.3% | -2.5% | +170.7% | +166.3% |
| 1Y | +151.8% | +7.2% | +144.5% | +120.9% |
| All | +1,022.8% | -0.6% | +1,023.4% | +1,062.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling