+136.7%
NTAP vs DOV
+19.9%
+116.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.4% |
| 7D | +3.3% | +2.5% | +0.7% | +1.8% |
| 30D | -0.2% | -7.5% | +7.3% | +4.2% |
| 3M | +11.4% | -9.7% | +21.1% | +17.2% |
| 6M | +88.7% | -6.1% | +94.8% | +92.1% |
| YTD | +78.9% | +0.5% | +78.4% | +74.7% |
| 1Y | +58.8% | +10.5% | +48.3% | +45.6% |
| 3Y | +153.5% | +41.7% | +111.8% | +96.4% |
| 5Y | +136.7% | +18.4% | +118.3% | +98.1% |
| All | +136.7% | +19.9% | +116.8% | +98.1% |
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 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