+2.0%
TEAM vs DOV
+10.4%
-8.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.5% | +0.2% |
| 7D | -4.7% | +1.3% | -6.0% | -4.2% |
| 30D | +17.0% | -8.6% | +25.7% | +13.7% |
| 3M | +85.9% | -13.1% | +99.0% | +76.9% |
| 6M | +116.7% | -8.8% | +125.5% | +107.7% |
| YTD | +9.6% | -1.2% | +10.9% | +1.6% |
| All | +2.0% | +10.4% | -8.4% | -9.3% |
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 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