+24.4%
NSC vs DOV
+25.3%
-0.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.5% | -3.2% |
| 7D | -6.6% | -1.9% | -4.8% | -5.7% |
| 30D | +2.2% | +8.3% | -6.1% | -2.1% |
| 3M | -6.2% | -3.1% | -3.1% | -4.9% |
| 6M | +1.7% | -9.8% | +11.5% | +6.3% |
| YTD | +12.2% | +5.2% | +7.0% | +7.5% |
| 1Y | +15.4% | +15.3% | +0.1% | +4.9% |
| 3Y | +73.3% | +58.8% | +14.6% | +28.0% |
| All | +24.4% | +25.3% | -0.9% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling