-24.1%
NU vs DOV
+21.2%
-45.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +3.4% |
| 7D | +0.2% | +2.2% | -2.1% | -0.6% |
| 30D | -21.0% | +11.2% | -32.2% | -24.2% |
| 3M | -16.3% | +1.6% | -17.9% | -16.7% |
| 6M | -15.3% | -3.2% | -12.1% | -14.5% |
| YTD | -28.4% | +9.7% | -38.1% | -33.7% |
| 1Y | -24.1% | +20.5% | -44.6% | -37.3% |
| All | -24.1% | +21.2% | -45.3% | -37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling