+250.5%
NEM vs DOV
+38.7%
+211.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +2.0% |
| 7D | +3.1% | +1.3% | +1.7% | +2.4% |
| 30D | +10.0% | -8.6% | +18.6% | +14.5% |
| 3M | +30.9% | -13.1% | +44.0% | +39.0% |
| 6M | +10.5% | -8.8% | +19.3% | +14.6% |
| YTD | +29.7% | -1.2% | +31.0% | +30.3% |
| 1Y | +71.1% | +10.7% | +60.4% | +63.9% |
| All | +250.5% | +38.7% | +211.7% | +168.7% |
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