-65.4%
TEAM vs DOV
+29.1%
-94.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.7% |
| 7D | -2.4% | +3.0% | -5.4% | -4.3% |
| 30D | -26.7% | +8.6% | -35.3% | -30.8% |
| 3M | -9.6% | +1.9% | -11.5% | -11.4% |
| 6M | +86.0% | -1.7% | +87.7% | +83.3% |
| YTD | -7.5% | +8.3% | -15.8% | -19.2% |
| 1Y | -1.4% | +16.6% | -17.9% | -19.4% |
| 3Y | -14.3% | +65.1% | -79.4% | -51.9% |
| All | -65.4% | +29.1% | -94.5% | -75.0% |
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