+244.8%
NEE vs DOV
+300.2%
-55.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | -1.3% | -2.0% | +0.6% | -0.7% |
| 30D | -3.3% | -8.9% | +5.6% | -0.4% |
| 3M | -2.3% | -13.3% | +11.0% | +1.9% |
| 6M | -8.9% | -9.7% | +0.8% | -6.4% |
| YTD | +4.8% | -2.5% | +7.2% | +4.7% |
| 1Y | +18.7% | +7.2% | +11.5% | +14.6% |
| 3Y | +33.2% | +39.4% | -6.2% | +14.2% |
| 5Y | +10.9% | +15.8% | -5.0% | -0.2% |
| All | +244.8% | +300.2% | -55.3% | +159.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling