+328.9%
NSC vs DOV
+291.0%
+37.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.5% | -0.1% |
| 7D | -5.5% | -2.7% | -2.9% | -3.8% |
| 30D | -3.2% | -8.1% | +4.9% | +2.2% |
| 3M | +7.7% | -9.4% | +17.1% | +13.6% |
| 6M | +4.5% | -12.6% | +17.1% | +12.6% |
| YTD | +15.6% | -0.5% | +16.0% | +13.7% |
| 1Y | +19.8% | +9.2% | +10.6% | +9.7% |
| 3Y | +70.1% | +34.1% | +36.0% | +31.8% |
| 5Y | +46.1% | +17.3% | +28.9% | +21.6% |
| All | +328.9% | +291.0% | +37.9% | +62.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling