+94.0%
NVS vs DOV
+14.8%
+79.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | -14.3% | -2.0% | -12.3% | -14.0% |
| 30D | -10.0% | -8.9% | -1.1% | -8.5% |
| 3M | -10.9% | -13.3% | +2.4% | -8.8% |
| 6M | -12.0% | -9.7% | -2.3% | -10.7% |
| YTD | +2.5% | -2.5% | +5.0% | +2.5% |
| 1Y | +10.7% | +7.2% | +3.4% | +8.7% |
| 3Y | +53.3% | +39.4% | +13.9% | +40.5% |
| All | +94.0% | +14.8% | +79.1% | +77.9% |
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 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