-53.8%
TEAM vs DOV
+19.9%
-73.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.0% | -7.9% | -7.6% |
| 7D | -5.7% | +2.5% | -8.2% | -7.2% |
| 30D | +18.3% | -7.5% | +25.9% | +24.0% |
| 3M | +80.2% | -9.7% | +89.9% | +89.4% |
| 6M | +111.0% | -6.1% | +117.1% | +109.8% |
| YTD | +8.8% | +0.5% | +8.3% | +0.5% |
| 1Y | +2.2% | +10.5% | -8.4% | -14.0% |
| 3Y | -14.6% | +41.7% | -56.3% | -44.5% |
| 5Y | -53.8% | +18.4% | -72.2% | -66.3% |
| All | -53.8% | +19.9% | -73.7% | -66.3% |
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 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