+14,059.5%
NUE vs DOV
+6,035.5%
+8,024.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.4% |
| 7D | +1.8% | +2.5% | -0.8% | +0.1% |
| 30D | -6.0% | -7.5% | +1.6% | -1.2% |
| 3M | +1.4% | -9.7% | +11.1% | +7.5% |
| 6M | +52.8% | -6.1% | +58.9% | +57.3% |
| YTD | +58.1% | +0.5% | +57.6% | +55.4% |
| 1Y | +80.4% | +10.5% | +69.9% | +66.2% |
| 3Y | +62.3% | +41.7% | +20.6% | +27.6% |
| 5Y | +146.2% | +18.4% | +127.8% | +115.2% |
| 10Y | +549.5% | +289.8% | +259.7% | +169.3% |
| All | +14,059.5% | +6,035.5% | +8,024.0% | +1,566.9% |
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 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