+1,381.0%
NET vs DOV
+133.3%
+1,247.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.1% | -2.3% |
| 7D | -16.4% | +2.2% | -18.6% | -17.5% |
| 30D | -25.8% | +11.2% | -37.0% | -30.3% |
| 3M | -11.5% | +1.6% | -13.1% | -12.6% |
| 6M | +18.9% | -3.2% | +22.1% | +19.8% |
| YTD | +35.2% | +9.7% | +25.5% | +24.8% |
| 1Y | +14.5% | +20.5% | -6.1% | -0.5% |
| 3Y | +313.8% | +63.7% | +250.2% | +201.0% |
| 5Y | +32.6% | +31.4% | +1.2% | +4.3% |
| All | +1,381.0% | +133.3% | +1,247.7% | +999.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling