+68.1%
NTAP vs DOV
+21.2%
+46.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | -16.1% | +2.2% | -18.3% | -16.7% |
| 30D | -15.9% | +11.2% | -27.1% | -18.8% |
| 3M | -1.2% | +1.6% | -2.8% | -2.0% |
| 6M | +70.1% | -3.2% | +73.3% | +70.8% |
| YTD | +77.9% | +9.7% | +68.2% | +63.4% |
| 1Y | +68.1% | +20.5% | +47.6% | +39.8% |
| All | +68.1% | +21.2% | +46.9% | +39.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling