+122.5%
NTAP vs DOV
+29.3%
+93.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -27.9% |
| 3M | -7.5% | +2.2% | -9.7% | -8.7% |
| 6M | +56.4% | -2.9% | +59.3% | +57.6% |
| YTD | +73.6% | +9.6% | +64.0% | +61.3% |
| 1Y | +68.4% | +16.7% | +51.7% | +50.4% |
| 3Y | +150.6% | +66.9% | +83.7% | +76.0% |
| 5Y | +122.5% | +32.0% | +90.5% | +73.0% |
| All | +122.5% | +29.3% | +93.1% | +73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling