+68.0%
NTAP vs DOV
+15.9%
+52.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.8% | -2.6% |
| 7D | +7.2% | +3.0% | +4.2% | +6.1% |
| 30D | -18.4% | +8.6% | -27.0% | -20.4% |
| 3M | -11.3% | +1.9% | -13.2% | -11.9% |
| 6M | +53.8% | -1.7% | +55.4% | +53.6% |
| YTD | +72.0% | +8.3% | +63.6% | +58.7% |
| 1Y | +68.0% | +16.6% | +51.5% | +45.0% |
| All | +68.0% | +15.9% | +52.1% | +45.0% |
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