+72.7%
NEM vs DOV
+11.5%
+61.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.3% |
| 7D | +0.3% | -2.7% | +3.0% | +1.6% |
| 30D | +23.1% | -8.1% | +31.2% | +28.3% |
| 3M | +18.5% | -9.4% | +27.9% | +23.9% |
| 6M | +7.8% | -12.6% | +20.4% | +14.4% |
| YTD | +29.1% | -0.5% | +29.6% | +30.4% |
| 1Y | +72.7% | +9.2% | +63.4% | +69.1% |
| All | +72.7% | +11.5% | +61.2% | +69.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling