+730.1%
NVT vs DOV
+180.8%
+549.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.0% |
| 7D | +7.0% | +1.3% | +5.7% | +5.8% |
| 30D | -2.3% | -8.6% | +6.3% | +5.9% |
| 3M | -3.1% | -13.1% | +10.1% | +9.8% |
| 6M | +47.0% | -8.8% | +55.8% | +59.3% |
| YTD | +56.2% | -1.2% | +57.4% | +56.9% |
| 1Y | +74.5% | +10.7% | +63.8% | +57.3% |
| 3Y | +184.0% | +39.3% | +144.7% | +109.4% |
| 5Y | +410.8% | +16.4% | +394.3% | +334.6% |
| All | +730.1% | +180.8% | +549.4% | +247.5% |
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