+41.0%
NFLX vs DOV
+65.2%
-24.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.7% |
| 7D | -4.4% | +3.4% | -7.8% | -4.7% |
| 30D | -11.0% | +8.8% | -19.9% | -12.0% |
| 3M | -15.5% | +0.9% | -16.5% | -15.6% |
| 6M | -28.5% | -2.8% | -25.6% | -28.4% |
| YTD | -33.1% | +8.1% | -41.2% | -35.3% |
| 1Y | -45.8% | +15.2% | -61.1% | -48.7% |
| All | +41.0% | +65.2% | -24.2% | +29.5% |
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