+33.8%
NEE vs DOV
+38.7%
-4.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.1% |
| 7D | -0.5% | +1.3% | -1.9% | -0.8% |
| 30D | -1.7% | -8.6% | +7.0% | -0.1% |
| 3M | -1.8% | -13.1% | +11.3% | +0.5% |
| 6M | -8.8% | -8.8% | 0.0% | -7.5% |
| YTD | +5.2% | -1.2% | +6.4% | +5.2% |
| 1Y | +21.3% | +10.7% | +10.6% | +18.9% |
| All | +33.8% | +38.7% | -4.9% | +9.7% |
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