+568.7%
NTAP vs DOV
+296.6%
+272.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.6% |
| 7D | -1.0% | -1.9% | +1.0% | +0.2% |
| 30D | -7.5% | -9.9% | +2.4% | -1.8% |
| 3M | +14.6% | -12.1% | +26.7% | +22.8% |
| 6M | +91.0% | -10.4% | +101.4% | +100.4% |
| YTD | +73.7% | -3.3% | +77.0% | +74.0% |
| 1Y | +51.2% | +7.8% | +43.5% | +41.3% |
| 3Y | +146.1% | +36.3% | +109.8% | +97.2% |
| 5Y | +122.8% | +14.8% | +108.0% | +94.3% |
| All | +568.7% | +296.6% | +272.1% | +226.5% |
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 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