+1,464.0%
NRG vs DOV
+1,008.3%
+455.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -2.0% |
| 7D | -0.2% | -1.9% | +1.8% | +1.0% |
| 30D | -6.8% | -9.9% | +3.1% | -1.0% |
| 3M | -7.1% | -12.1% | +5.0% | -0.5% |
| 6M | -27.6% | -10.4% | -17.1% | -23.1% |
| YTD | -29.2% | -3.3% | -25.9% | -28.2% |
| 1Y | -29.9% | +7.8% | -37.7% | -33.7% |
| 3Y | +198.7% | +36.3% | +162.3% | +147.9% |
| 5Y | +192.9% | +14.8% | +178.1% | +162.7% |
| 10Y | +1,084.1% | +294.0% | +790.2% | +402.9% |
| All | +1,464.0% | +1,008.3% | +455.6% | +243.9% |
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