+494.0%
TEAM vs DOV
+296.6%
+197.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +2.0% |
| 7D | -7.8% | -1.9% | -5.8% | -7.0% |
| 30D | +16.5% | -9.9% | +26.4% | +21.8% |
| 3M | +96.2% | -12.1% | +108.3% | +105.7% |
| 6M | +130.2% | -10.4% | +140.6% | +135.6% |
| YTD | +10.7% | -3.3% | +14.1% | +8.0% |
| 1Y | +3.0% | +7.8% | -4.8% | -5.5% |
| 3Y | -13.1% | +36.3% | -49.4% | -28.6% |
| 5Y | -52.7% | +14.8% | -67.5% | -58.8% |
| All | +494.0% | +296.6% | +197.4% | +235.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling