-54.2%
NVD vs DOV
+8.6%
-62.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.6% |
| 7D | +10.8% | -2.0% | +12.8% | +10.0% |
| 30D | +0.8% | -8.9% | +9.7% | -2.9% |
| 3M | -20.8% | -13.3% | -7.6% | -24.8% |
| 6M | -41.2% | -9.7% | -31.5% | -42.5% |
| YTD | -44.2% | -2.5% | -41.7% | -45.2% |
| 1Y | -54.2% | +7.2% | -61.4% | -55.9% |
| All | -54.2% | +8.6% | -62.8% | -55.9% |
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 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