+19,691.7%
NTAP vs DOV
+2,443.4%
+17,248.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | -0.8% | -2.7% | +1.9% | +1.0% |
| 30D | -0.5% | -8.1% | +7.5% | +5.1% |
| 3M | +4.1% | -9.4% | +13.5% | +10.2% |
| 6M | +88.0% | -12.6% | +100.6% | +101.6% |
| YTD | +75.6% | -0.5% | +76.0% | +72.7% |
| 1Y | +58.9% | +9.2% | +49.7% | +46.1% |
| 3Y | +153.6% | +34.1% | +119.5% | +99.8% |
| 5Y | +127.6% | +17.3% | +110.4% | +92.7% |
| 10Y | +580.4% | +284.9% | +295.5% | +140.7% |
| All | +19,691.7% | +2,443.4% | +17,248.3% | +2,488.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling