-10.5%
TEM vs DOV
+21.2%
-31.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.6% |
| 7D | -1.3% | +2.2% | -3.6% | -2.1% |
| 30D | -9.5% | +11.2% | -20.7% | -12.8% |
| 3M | +60.7% | +1.6% | +59.1% | +59.0% |
| 6M | +35.5% | -3.2% | +38.7% | +35.9% |
| YTD | +28.0% | +9.7% | +18.3% | +15.2% |
| 1Y | -10.5% | +20.5% | -31.0% | -32.5% |
| All | -10.5% | +21.2% | -31.7% | -32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling