+322.4%
NET vs DOV
+63.9%
+258.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.1% | -2.3% |
| 7D | -16.4% | +2.2% | -18.6% | -17.6% |
| 30D | -25.8% | +11.2% | -37.0% | -30.5% |
| 3M | -11.5% | +1.6% | -13.1% | -12.6% |
| 6M | +18.9% | -3.2% | +22.1% | +20.0% |
| YTD | +35.2% | +9.7% | +25.5% | +22.5% |
| 1Y | +14.5% | +20.5% | -6.1% | -4.0% |
| All | +322.4% | +63.9% | +258.5% | +140.7% |
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