+3,059.8%
NTRA vs DOV
+300.2%
+2,759.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.3% |
| 7D | +0.2% | -2.0% | +2.2% | +1.5% |
| 30D | +4.1% | -8.9% | +13.0% | +10.5% |
| 3M | +50.0% | -13.3% | +63.3% | +63.0% |
| 6M | +67.3% | -9.7% | +77.0% | +76.0% |
| YTD | +43.6% | -2.5% | +46.0% | +42.2% |
| 1Y | +89.2% | +7.2% | +82.0% | +74.8% |
| 3Y | +502.5% | +39.4% | +463.1% | +355.0% |
| 5Y | +173.8% | +15.8% | +157.9% | +130.8% |
| All | +3,059.8% | +300.2% | +2,759.6% | +1,203.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling