+59.7%
TEM vs DOV
+10.8%
+48.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -1.5% |
| 7D | +3.2% | +2.5% | +0.7% | +0.6% |
| 30D | +23.5% | -7.5% | +31.0% | +33.8% |
| 3M | +32.3% | -9.7% | +42.0% | +44.3% |
| 6M | +23.0% | -6.1% | +29.1% | +25.0% |
| YTD | +8.9% | +0.5% | +8.4% | -1.1% |
| 1Y | -19.9% | +10.5% | -30.4% | -37.4% |
| All | +59.7% | +10.8% | +48.9% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling