-17.0%
TEAM vs DOV
+38.7%
-55.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.5% | +1.4% |
| 7D | -4.7% | +1.3% | -6.0% | -5.2% |
| 30D | +17.0% | -8.6% | +25.7% | +20.9% |
| 3M | +85.9% | -13.1% | +99.0% | +94.7% |
| 6M | +116.7% | -8.8% | +125.5% | +117.2% |
| YTD | +9.6% | -1.2% | +10.9% | +2.3% |
| 1Y | -2.5% | +10.7% | -13.2% | -17.1% |
| All | -17.0% | +38.7% | -55.7% | -43.4% |
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 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