+579.4%
NTAP vs DOV
+324.7%
+254.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.4% |
| 7D | +9.9% | +3.4% | +6.4% | +7.7% |
| 30D | -22.1% | +8.8% | -31.0% | -25.9% |
| 3M | -7.7% | +0.9% | -8.6% | -8.3% |
| 6M | +60.9% | -2.8% | +63.8% | +62.1% |
| YTD | +76.4% | +8.1% | +68.3% | +65.4% |
| 1Y | +69.3% | +15.2% | +54.1% | +52.6% |
| 3Y | +154.6% | +64.5% | +90.1% | +81.8% |
| 5Y | +131.4% | +28.9% | +102.6% | +88.2% |
| All | +579.4% | +324.7% | +254.7% | +230.1% |
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