+5,122.5%
NI vs DOV
+6,035.5%
-913.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.3% | +1.0% |
| 7D | +2.3% | +2.5% | -0.2% | +1.6% |
| 30D | -1.7% | -7.5% | +5.9% | +0.5% |
| 3M | -8.0% | -9.7% | +1.7% | -5.6% |
| 6M | -8.6% | -6.1% | -2.6% | -7.5% |
| YTD | +2.3% | +0.5% | +1.9% | +1.5% |
| 1Y | +6.9% | +10.5% | -3.6% | +2.9% |
| 3Y | +70.6% | +41.7% | +28.9% | +51.1% |
| 5Y | +96.4% | +18.4% | +77.9% | +80.7% |
| 10Y | +136.1% | +289.8% | -153.6% | +54.9% |
| All | +5,122.5% | +6,035.5% | -913.0% | +1,801.8% |
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