+74.8%
TFC vs DOV
+330.7%
-255.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -1.2% | -0.1% | -1.1% | -1.3% |
| 30D | +7.8% | +11.3% | -3.5% | -0.9% |
| 3M | -3.0% | +2.2% | -5.1% | -5.0% |
| 6M | +5.8% | -2.9% | +8.7% | +6.6% |
| YTD | +5.3% | +9.6% | -4.3% | -4.3% |
| 1Y | +15.7% | +16.7% | -1.0% | 0.0% |
| 3Y | +94.8% | +66.9% | +27.9% | +24.0% |
| 5Y | 0.0% | +32.0% | -32.0% | -23.9% |
| All | +74.8% | +330.7% | -255.9% | -32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling