+167.1%
NXT vs DOV
+26.0%
+141.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | +0.4% |
| 7D | -2.6% | -1.9% | -0.6% | -1.1% |
| 30D | -22.4% | -9.9% | -12.6% | -16.0% |
| 3M | -27.3% | -12.1% | -15.2% | -20.0% |
| 6M | -28.5% | -10.4% | -18.0% | -22.1% |
| YTD | -6.6% | -3.3% | -3.3% | -4.0% |
| 1Y | +20.4% | +7.8% | +12.6% | +14.2% |
| 3Y | +90.9% | +36.3% | +54.6% | +33.2% |
| All | +167.1% | +26.0% | +141.0% | +100.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling