+227.7%
NXT vs DOV
+42.6%
+185.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.4% | -4.5% |
| 7D | +4.0% | -0.7% | +4.7% | +4.5% |
| 30D | +15.9% | +12.3% | +3.7% | +6.3% |
| 3M | -3.0% | +1.2% | -4.2% | -3.6% |
| 6M | -20.7% | -3.1% | -17.7% | -18.9% |
| YTD | +14.6% | +9.4% | +5.2% | +7.5% |
| 1Y | -7.1% | +17.6% | -24.7% | -17.1% |
| 3Y | +189.4% | +66.5% | +122.9% | +72.5% |
| All | +227.7% | +42.6% | +185.1% | +124.2% |
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