+155.1%
NEM vs DOV
+14.8%
+140.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | -1.0% | -2.0% | +1.0% | -0.3% |
| 30D | +7.8% | -8.9% | +16.7% | +11.5% |
| 3M | +30.2% | -13.3% | +43.5% | +36.8% |
| 6M | +9.6% | -9.7% | +19.3% | +13.4% |
| YTD | +27.8% | -2.5% | +30.3% | +29.0% |
| 1Y | +60.7% | +7.2% | +53.5% | +57.1% |
| 3Y | +245.3% | +39.4% | +205.9% | +207.7% |
| All | +155.1% | +14.8% | +140.3% | +115.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling