+45.4%
NU vs DOV
+16.0%
+29.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +1.7% |
| 7D | -4.2% | -1.9% | -2.3% | -2.9% |
| 30D | +10.0% | -9.9% | +19.9% | +18.6% |
| 3M | +29.3% | -12.1% | +41.4% | +40.8% |
| 6M | +0.9% | -10.4% | +11.4% | +7.6% |
| YTD | -10.3% | -3.3% | -7.0% | -10.5% |
| 1Y | -3.2% | +7.8% | -10.9% | -11.9% |
| 3Y | +120.6% | +36.3% | +84.2% | +61.3% |
| All | +45.4% | +16.0% | +29.4% | +30.9% |
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