+112.5%
NET vs DOV
+17.7%
+94.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.8% |
| 7D | -7.0% | -2.7% | -4.3% | -4.6% |
| 30D | -4.8% | -8.1% | +3.3% | +2.8% |
| 3M | +3.8% | -9.4% | +13.2% | +12.0% |
| 6M | +50.0% | -12.6% | +62.7% | +64.7% |
| YTD | +41.5% | -0.5% | +42.0% | +34.7% |
| 1Y | +32.8% | +9.2% | +23.6% | +13.2% |
| 3Y | +335.9% | +34.1% | +301.8% | +175.2% |
| All | +112.5% | +17.7% | +94.7% | +48.3% |
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