-99.1%
NVD vs DOV
+39.5%
-138.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +1.3% |
| 7D | +10.8% | -2.0% | +12.8% | +8.4% |
| 30D | +0.8% | -8.9% | +9.7% | -9.7% |
| 3M | -20.8% | -13.3% | -7.6% | -32.3% |
| 6M | -41.2% | -9.7% | -31.5% | -46.5% |
| YTD | -44.2% | -2.5% | -41.7% | -43.3% |
| 1Y | -54.2% | +7.2% | -61.4% | -47.1% |
| 3Y | -99.1% | +39.4% | -138.5% | -98.4% |
| All | -99.1% | +39.5% | -138.6% | -98.4% |
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