+92.7%
NXT vs DOV
+38.7%
+54.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -2.4% |
| 7D | -0.2% | +1.3% | -1.6% | -1.1% |
| 30D | -20.0% | -8.6% | -11.3% | -14.4% |
| 3M | -30.9% | -13.1% | -17.8% | -23.4% |
| 6M | -23.8% | -8.8% | -15.0% | -18.3% |
| YTD | -5.4% | -1.2% | -4.2% | -4.1% |
| 1Y | +28.0% | +10.7% | +17.3% | +19.9% |
| All | +92.7% | +38.7% | +54.0% | +13.6% |
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