+43.0%
NVTS vs DOV
+38.7%
+4.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -1.2% |
| 7D | +3.5% | +1.3% | +2.1% | +1.9% |
| 30D | -11.9% | -8.6% | -3.3% | -1.3% |
| 3M | -49.2% | -13.1% | -36.1% | -39.4% |
| 6M | +38.4% | -8.8% | +47.2% | +56.8% |
| YTD | +62.5% | -1.2% | +63.7% | +66.6% |
| 1Y | +101.4% | +10.7% | +90.7% | +77.2% |
| All | +43.0% | +38.7% | +4.3% | -8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling