+802.8%
TEAM vs DOV
+354.3%
+448.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.6% | -3.0% |
| 7D | -0.4% | -2.7% | +2.2% | +0.7% |
| 30D | +67.3% | -8.1% | +75.4% | +73.4% |
| 3M | +86.8% | -9.4% | +96.2% | +93.3% |
| 6M | +146.8% | -12.6% | +159.4% | +155.8% |
| YTD | +16.9% | -0.5% | +17.4% | +12.8% |
| 1Y | +12.8% | +9.2% | +3.5% | +3.2% |
| 3Y | -7.3% | +34.1% | -41.4% | -22.9% |
| 5Y | -50.7% | +17.3% | -68.0% | -57.1% |
| 10Y | +529.8% | +284.9% | +244.9% | +243.1% |
| All | +802.8% | +354.3% | +448.4% | +349.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling