+420.3%
NVT vs DOV
+14.8%
+405.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +3.9% |
| 7D | +4.1% | -2.0% | +6.1% | +5.9% |
| 30D | -5.1% | -8.9% | +3.8% | +2.8% |
| 3M | -1.2% | -13.3% | +12.1% | +11.4% |
| 6M | +46.6% | -9.7% | +56.2% | +59.6% |
| YTD | +60.0% | -2.5% | +62.4% | +62.6% |
| 1Y | +70.8% | +7.2% | +63.6% | +59.4% |
| 3Y | +187.5% | +39.4% | +148.1% | +119.4% |
| All | +420.3% | +14.8% | +405.5% | +345.1% |
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