+6.8%
NOW vs DOV
+17.7%
-10.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.4% |
| 7D | -2.4% | -2.7% | +0.3% | -1.1% |
| 30D | +20.5% | -8.1% | +28.6% | +25.3% |
| 3M | +18.3% | -9.4% | +27.8% | +22.4% |
| 6M | +24.1% | -12.6% | +36.7% | +28.3% |
| YTD | -7.8% | -0.5% | -7.3% | -13.2% |
| 1Y | -21.4% | +9.2% | -30.6% | -31.2% |
| 3Y | +19.5% | +34.1% | -14.6% | -13.3% |
| All | +6.8% | +17.7% | -10.9% | -17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling