+88.5%
TEM vs DOV
+19.2%
+69.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.1% | -2.9% |
| 7D | +7.8% | +3.4% | +4.3% | +4.3% |
| 30D | +11.2% | +8.8% | +2.4% | +2.7% |
| 3M | +39.0% | +0.9% | +38.0% | +38.7% |
| 6M | +61.6% | -2.8% | +64.5% | +63.7% |
| YTD | +28.5% | +8.1% | +20.4% | +9.1% |
| 1Y | +6.7% | +15.2% | -8.5% | -17.8% |
| All | +88.5% | +19.2% | +69.4% | +50.6% |
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