+180.5%
NXT vs DOV
+31.0%
+149.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.2% | +0.4% |
| 7D | +2.9% | +2.5% | +0.3% | +0.9% |
| 30D | -17.2% | -7.5% | -9.7% | -12.2% |
| 3M | -32.0% | -9.7% | -22.3% | -26.7% |
| 6M | -15.8% | -6.1% | -9.7% | -11.4% |
| YTD | -1.9% | +0.5% | -2.4% | -2.0% |
| 1Y | +22.5% | +10.5% | +12.0% | +14.1% |
| 3Y | +100.5% | +41.7% | +58.8% | +35.9% |
| All | +180.5% | +31.0% | +149.5% | +104.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling