+575.6%
NUE vs DOV
+300.2%
+275.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.9% |
| 7D | -0.6% | -2.0% | +1.4% | +0.8% |
| 30D | -4.6% | -8.9% | +4.3% | +2.0% |
| 3M | -0.3% | -13.3% | +12.9% | +9.6% |
| 6M | +51.9% | -9.7% | +61.5% | +61.1% |
| YTD | +60.0% | -2.5% | +62.4% | +59.7% |
| 1Y | +82.9% | +7.2% | +75.7% | +69.1% |
| 3Y | +66.0% | +39.4% | +26.6% | +25.7% |
| 5Y | +149.0% | +15.8% | +133.1% | +112.7% |
| All | +575.6% | +300.2% | +275.5% | +163.5% |
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