+302.5%
NSC vs DOV
+361.0%
-58.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.5% | -2.6% | -1.1% |
| 7D | -5.4% | -1.4% | -4.0% | -4.5% |
| 30D | +2.9% | +12.8% | -9.8% | -5.2% |
| 3M | -2.2% | +1.1% | -3.3% | -3.2% |
| 6M | +5.3% | -2.6% | +7.9% | +5.5% |
| YTD | +14.8% | +9.9% | +4.9% | +5.4% |
| 1Y | +16.6% | +19.3% | -2.8% | +1.0% |
| 3Y | +78.6% | +68.4% | +10.2% | +17.2% |
| 5Y | +27.2% | +29.1% | -2.0% | -1.2% |
| 10Y | +302.5% | +340.2% | -37.6% | +35.4% |
| All | +302.5% | +361.0% | -58.4% | +35.4% |
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 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