-57.7%
NVTS vs DOV
-2.9%
-54.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.6% | -6.7% |
| 7D | +3.9% | +3.0% | +1.0% | 0.0% |
| 30D | -4.3% | +8.6% | -12.9% | -14.0% |
| 3M | -34.5% | +1.9% | -36.3% | -35.2% |
| 6M | -57.7% | -1.7% | -56.0% | -57.7% |
| All | -57.7% | -2.9% | -54.9% | -57.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling