+113.0%
NVTS vs DOV
+11.5%
+101.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.4% | +5.3% |
| 7D | +2.7% | -2.7% | +5.4% | +5.8% |
| 30D | -4.5% | -8.1% | +3.6% | +4.8% |
| 3M | -61.5% | -9.4% | -52.1% | -57.1% |
| 6M | +28.0% | -12.6% | +40.6% | +47.2% |
| YTD | +65.3% | -0.5% | +65.7% | +75.1% |
| 1Y | +113.0% | +9.2% | +103.7% | +110.9% |
| All | +113.0% | +11.5% | +101.5% | +110.9% |
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 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