+52.2%
TEM vs DOV
+8.9%
+43.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.7% | -3.0% | -2.9% |
| 7D | -1.1% | +1.3% | -2.4% | -2.4% |
| 30D | +11.3% | -8.6% | +19.9% | +22.3% |
| 3M | +25.5% | -13.1% | +38.7% | +43.2% |
| 6M | +17.1% | -8.8% | +25.9% | +23.3% |
| YTD | +3.8% | -1.2% | +5.0% | -4.0% |
| 1Y | -24.4% | +10.7% | -35.1% | -41.6% |
| All | +52.2% | +8.9% | +43.3% | +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 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