+1,735.1%
NTRA vs DOV
+305.5%
+1,429.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.9% |
| 7D | +1.6% | +1.3% | +0.2% | +0.7% |
| 30D | +3.8% | -8.6% | +12.4% | +9.5% |
| 3M | +48.2% | -13.1% | +61.4% | +60.2% |
| 6M | +61.0% | -8.8% | +69.8% | +68.0% |
| YTD | +44.2% | -1.2% | +45.4% | +42.0% |
| 1Y | +87.3% | +10.7% | +76.6% | +70.6% |
| 3Y | +509.4% | +39.3% | +470.1% | +372.0% |
| 5Y | +175.1% | +16.4% | +158.7% | +135.0% |
| 10Y | +3,203.1% | +302.5% | +2,900.6% | +1,383.8% |
| All | +1,735.1% | +305.5% | +1,429.6% | +709.8% |
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