+7.9%
NXT vs DOV
+15.9%
-8.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | -9.4% | +3.0% | -12.4% | -11.9% |
| 30D | +15.1% | +8.6% | +6.5% | +7.4% |
| 3M | -9.1% | +1.9% | -11.0% | -10.3% |
| 6M | -30.3% | -1.7% | -28.6% | -29.4% |
| YTD | +9.1% | +8.3% | +0.8% | +3.0% |
| 1Y | +7.9% | +16.6% | -8.7% | -9.4% |
| All | +7.9% | +15.9% | -8.0% | -9.4% |
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