+1,078.6%
NVS vs DOV
+1,788.6%
-710.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | +1.0% | -14.9% | -14.2% |
| 7D | -14.6% | +2.5% | -17.1% | -15.1% |
| 30D | -11.9% | -7.5% | -4.4% | -10.4% |
| 3M | -6.0% | -9.7% | +3.7% | -4.0% |
| 6M | -11.4% | -6.1% | -5.3% | -10.5% |
| YTD | +2.9% | +0.5% | +2.4% | +2.2% |
| 1Y | +10.2% | +10.5% | -0.3% | +6.9% |
| 3Y | +55.3% | +41.7% | +13.6% | +39.9% |
| 5Y | +89.6% | +18.4% | +71.2% | +76.0% |
| 10Y | +176.1% | +289.8% | -113.7% | +88.1% |
| All | +1,078.6% | +1,788.6% | -710.0% | +420.7% |
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