+3.6%
NVT vs DOV
+21.2%
-17.6%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.4% | -12.3% | -12.4% |
| 7D | -19.5% | +2.2% | -21.7% | -21.0% |
| 30D | -32.4% | +11.2% | -43.6% | -37.7% |
| 3M | -30.3% | +1.6% | -31.9% | -31.2% |
| 6M | -30.4% | -3.2% | -27.2% | -28.4% |
| YTD | +11.3% | +9.7% | +1.6% | +5.7% |
| 1Y | +3.6% | +20.5% | -17.0% | -6.2% |
| All | +3.6% | +21.2% | -17.6% | -6.2% |
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