-16.3%
NOW vs DOV
+57.1%
-73.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -3.0% | -1.9% | -1.1% | -2.6% |
| 30D | -26.0% | +8.3% | -34.3% | -27.3% |
| 3M | -13.1% | -3.1% | -10.0% | -12.7% |
| 6M | +14.5% | -9.8% | +24.3% | +16.6% |
| YTD | -33.4% | +5.2% | -38.6% | -38.0% |
| 1Y | -40.6% | +15.3% | -56.0% | -47.6% |
| 3Y | -16.3% | +58.8% | -75.1% | -30.8% |
| All | -16.3% | +57.1% | -73.5% | -30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling