+151.9%
NTAP vs DOV
+67.5%
+84.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.8% | +3.9% |
| 7D | -2.4% | -0.1% | -2.3% | -2.2% |
| 30D | -23.4% | +11.3% | -34.7% | -27.5% |
| 3M | -7.5% | +2.2% | -9.7% | -8.6% |
| 6M | +56.4% | -2.9% | +59.3% | +57.6% |
| YTD | +73.6% | +9.6% | +64.0% | +61.4% |
| 1Y | +68.4% | +16.7% | +51.7% | +50.5% |
| All | +151.9% | +67.5% | +84.4% | +82.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling