+1,101.8%
NBIS vs DOV
+0.6%
+1,101.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | +0.3% |
| 7D | +17.8% | +1.3% | +16.4% | +16.4% |
| 30D | +30.5% | -8.6% | +39.2% | +42.8% |
| 3M | +9.2% | -13.1% | +22.3% | +25.2% |
| 6M | +153.2% | -8.8% | +162.0% | +171.2% |
| YTD | +187.1% | -1.2% | +188.4% | +181.4% |
| 1Y | +151.1% | +10.7% | +140.4% | +111.2% |
| All | +1,101.8% | +0.6% | +1,101.1% | +1,128.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling