+96.7%
TFC vs DOV
+42.3%
+54.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.7% |
| 7D | +2.2% | +2.5% | -0.3% | +0.6% |
| 30D | -2.5% | -7.5% | +5.0% | +2.4% |
| 3M | +4.5% | -9.7% | +14.2% | +10.5% |
| 6M | +11.0% | -6.1% | +17.1% | +13.8% |
| YTD | +5.9% | +0.5% | +5.4% | +3.1% |
| 1Y | +14.6% | +10.5% | +4.0% | +3.6% |
| 3Y | +96.7% | +41.7% | +55.0% | +39.5% |
| All | +96.7% | +42.3% | +54.5% | +39.5% |
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