+506.3%
NOW vs DOV
+333.6%
+172.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | -8.7% | -0.7% | -8.0% | -8.4% |
| 30D | -29.3% | +12.3% | -41.6% | -33.1% |
| 3M | -21.8% | +1.2% | -23.0% | -22.7% |
| 6M | +9.2% | -3.1% | +12.3% | +8.9% |
| YTD | -35.0% | +9.4% | -44.4% | -40.4% |
| 1Y | -42.5% | +17.6% | -60.1% | -49.4% |
| 3Y | -21.5% | +66.5% | -88.1% | -43.6% |
| 5Y | -25.8% | +29.0% | -54.8% | -39.8% |
| 10Y | +506.3% | +329.8% | +176.5% | +208.3% |
| All | +506.3% | +333.6% | +172.8% | +208.3% |
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