+2,771.1%
NOW vs DOV
+600.3%
+2,170.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.4% |
| 7D | -2.4% | -2.7% | +0.3% | -1.2% |
| 30D | +20.5% | -8.1% | +28.6% | +25.1% |
| 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% | -11.2% |
| 1Y | -21.4% | +9.2% | -30.6% | -28.4% |
| 3Y | +19.5% | +34.1% | -14.6% | -3.2% |
| 5Y | +4.1% | +17.3% | -13.2% | -10.4% |
| 10Y | +826.4% | +284.9% | +541.5% | +331.1% |
| All | +2,771.1% | +600.3% | +2,170.8% | +1,002.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling