+1,988.6%
NOW vs DOV
+671.3%
+1,317.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -5.6% | -0.1% | -5.5% | -5.5% |
| 30D | -26.8% | +11.3% | -38.1% | -30.5% |
| 3M | -19.4% | +2.2% | -21.6% | -20.7% |
| 6M | +12.3% | -2.9% | +15.3% | +11.9% |
| YTD | -32.9% | +9.6% | -42.5% | -38.5% |
| 1Y | -40.3% | +16.7% | -57.0% | -47.1% |
| 3Y | -19.1% | +66.9% | -85.9% | -41.3% |
| 5Y | -24.4% | +32.0% | -56.4% | -38.5% |
| 10Y | +521.8% | +334.8% | +187.1% | +173.9% |
| All | +1,988.6% | +671.3% | +1,317.3% | +664.0% |
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 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