+1,449.6%
NET vs DOV
+111.6%
+1,338.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.5% |
| 7D | -7.0% | -2.7% | -4.3% | -5.5% |
| 30D | -4.8% | -8.1% | +3.3% | -0.1% |
| 3M | +3.8% | -9.4% | +13.2% | +9.2% |
| 6M | +50.0% | -12.6% | +62.7% | +59.8% |
| YTD | +41.5% | -0.5% | +42.0% | +38.7% |
| 1Y | +32.8% | +9.2% | +23.6% | +22.4% |
| 3Y | +335.9% | +34.1% | +301.8% | +256.3% |
| 5Y | +113.8% | +17.3% | +96.6% | +78.9% |
| All | +1,449.6% | +111.6% | +1,338.0% | +1,120.9% |
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