+911.9%
NVDA vs DOV
+16.3%
+895.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | +0.5% |
| 7D | -0.3% | +1.3% | -1.7% | -1.4% |
| 30D | +2.8% | -8.6% | +11.5% | +10.3% |
| 3M | +7.4% | -13.1% | +20.6% | +19.3% |
| 6M | +22.6% | -8.8% | +31.4% | +29.1% |
| YTD | +20.1% | -1.2% | +21.3% | +16.6% |
| 1Y | +31.2% | +10.7% | +20.5% | +13.1% |
| 3Y | +391.7% | +39.3% | +352.4% | +225.8% |
| 5Y | +911.9% | +16.4% | +895.4% | +705.1% |
| All | +911.9% | +16.3% | +895.6% | +705.1% |
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