+476.9%
NEM vs DOV
+5,976.9%
-5,500.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.0% |
| 7D | +0.3% | -2.7% | +3.0% | +0.8% |
| 30D | +23.1% | -8.1% | +31.2% | +25.1% |
| 3M | +18.5% | -9.4% | +27.9% | +20.7% |
| 6M | +7.8% | -12.6% | +20.4% | +10.5% |
| YTD | +29.1% | -0.5% | +29.6% | +29.2% |
| 1Y | +72.7% | +9.2% | +63.4% | +69.7% |
| 3Y | +248.7% | +34.1% | +214.6% | +229.1% |
| 5Y | +148.7% | +17.3% | +131.4% | +138.0% |
| 10Y | +304.8% | +284.9% | +19.8% | +208.4% |
| All | +476.9% | +5,976.9% | -5,500.0% | +292.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling