+140.2%
NI vs DOV
+300.2%
-160.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | 0.0% | -2.0% | +2.0% | +0.7% |
| 30D | -1.4% | -8.9% | +7.5% | +1.9% |
| 3M | -10.6% | -13.3% | +2.7% | -6.3% |
| 6M | -9.3% | -9.7% | +0.3% | -6.7% |
| YTD | +1.1% | -2.5% | +3.6% | +0.9% |
| 1Y | +3.4% | +7.2% | -3.9% | -0.7% |
| 3Y | +67.9% | +39.4% | +28.5% | +42.2% |
| 5Y | +98.0% | +15.8% | +82.1% | +76.7% |
| All | +140.2% | +300.2% | -160.0% | +59.9% |
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 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