+138.6%
NOK vs DOV
+300.2%
-161.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +3.9% | +4.3% |
| 7D | +11.0% | -2.0% | +13.0% | +12.1% |
| 30D | +7.8% | -8.9% | +16.7% | +13.1% |
| 3M | -21.0% | -13.3% | -7.7% | -15.0% |
| 6M | +40.9% | -9.7% | +50.5% | +48.4% |
| YTD | +72.0% | -2.5% | +74.5% | +74.3% |
| 1Y | +140.9% | +7.2% | +133.7% | +132.4% |
| 3Y | +194.3% | +39.4% | +154.8% | +144.0% |
| 5Y | +112.5% | +15.8% | +96.7% | +89.8% |
| All | +138.6% | +300.2% | -161.6% | +32.0% |
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