+790.0%
NOW vs DOV
+294.8%
+495.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.0% | -6.0% | -5.4% |
| 7D | -6.1% | +2.5% | -8.6% | -7.1% |
| 30D | +7.5% | -7.5% | +15.0% | +11.1% |
| 3M | +17.5% | -9.7% | +27.2% | +21.6% |
| 6M | +7.9% | -6.1% | +14.0% | +7.7% |
| YTD | -12.4% | +0.5% | -12.9% | -16.2% |
| 1Y | -28.6% | +10.5% | -39.1% | -35.4% |
| 3Y | +11.8% | +41.7% | -29.9% | -12.1% |
| 5Y | +2.6% | +18.4% | -15.8% | -12.9% |
| 10Y | +790.0% | +289.8% | +500.2% | +383.0% |
| All | +790.0% | +294.8% | +495.2% | +383.0% |
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