-40.7%
NOW vs DOV
+18.5%
-59.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.5% | -3.7% | +2.8% |
| 7D | -3.1% | -1.4% | -1.7% | -3.9% |
| 30D | -27.0% | +12.8% | -39.8% | -22.3% |
| 3M | -17.7% | +1.1% | -18.9% | -17.4% |
| 6M | +12.7% | -2.6% | +15.3% | +11.2% |
| YTD | -32.9% | +9.9% | -42.8% | -34.8% |
| All | -40.7% | +18.5% | -59.2% | -45.4% |
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