+504.6%
NOW vs DOV
+361.0%
+143.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.5% | -3.7% | -1.2% |
| 7D | -3.1% | -1.4% | -1.7% | -2.5% |
| 30D | -27.0% | +12.8% | -39.8% | -31.1% |
| 3M | -17.7% | +1.1% | -18.9% | -18.6% |
| 6M | +12.7% | -2.6% | +15.3% | +12.1% |
| YTD | -32.9% | +9.9% | -42.8% | -38.6% |
| 1Y | -40.4% | +19.3% | -59.7% | -47.9% |
| 3Y | -17.1% | +68.4% | -85.5% | -40.7% |
| 5Y | -25.7% | +29.1% | -54.8% | -39.8% |
| 10Y | +504.6% | +340.2% | +164.5% | +214.5% |
| All | +504.6% | +361.0% | +143.7% | +214.5% |
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 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