+140.9%
NOK vs DOV
+8.6%
+132.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +3.9% | +4.2% |
| 7D | +11.0% | -2.0% | +13.0% | +12.5% |
| 30D | +7.8% | -8.9% | +16.7% | +14.9% |
| 3M | -21.0% | -13.3% | -7.7% | -12.8% |
| 6M | +40.9% | -9.7% | +50.5% | +51.7% |
| YTD | +72.0% | -2.5% | +74.5% | +77.6% |
| 1Y | +140.9% | +7.2% | +133.7% | +127.8% |
| All | +140.9% | +8.6% | +132.3% | +127.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling