+75.7%
TFC vs DOV
+325.7%
-250.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.0% |
| 7D | +2.3% | +3.0% | -0.7% | -0.1% |
| 30D | +10.8% | +8.6% | +2.2% | +3.8% |
| 3M | -3.8% | +1.9% | -5.6% | -5.6% |
| 6M | +9.6% | -1.7% | +11.3% | +9.2% |
| YTD | +5.8% | +8.3% | -2.5% | -3.0% |
| 1Y | +16.2% | +16.6% | -0.4% | +0.5% |
| 3Y | +96.0% | +65.1% | +30.9% | +25.7% |
| 5Y | +1.7% | +29.2% | -27.5% | -21.4% |
| All | +75.7% | +325.7% | -250.0% | -31.4% |
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