+625.2%
TEAM vs DOV
+393.4%
+231.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.5% |
| 7D | -16.9% | +3.4% | -20.3% | -18.2% |
| 30D | -26.8% | +8.8% | -35.6% | -29.6% |
| 3M | -1.9% | +0.9% | -2.8% | -2.8% |
| 6M | +79.2% | -2.8% | +82.0% | +78.7% |
| YTD | -6.1% | +8.1% | -14.2% | -13.0% |
| 1Y | -2.1% | +15.2% | -17.3% | -12.2% |
| 3Y | -13.6% | +64.5% | -78.2% | -34.7% |
| 5Y | -65.8% | +28.9% | -94.7% | -71.5% |
| 10Y | +454.0% | +328.7% | +125.3% | +188.1% |
| All | +625.2% | +393.4% | +231.8% | +247.3% |
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 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