-9.1%
NVTS vs DOV
+18.6%
-27.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.2% |
| 7D | -1.4% | -2.0% | +0.5% | +1.1% |
| 30D | -16.5% | -8.9% | -7.6% | -6.0% |
| 3M | -47.6% | -13.3% | -34.4% | -37.7% |
| 6M | +7.3% | -9.7% | +17.0% | +23.0% |
| YTD | +62.9% | -2.5% | +65.3% | +69.8% |
| 1Y | +91.3% | +7.2% | +84.0% | +75.2% |
| 3Y | +43.4% | +39.4% | +4.0% | -2.1% |
| All | -9.1% | +18.6% | -27.8% | -26.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling