+2,604.8%
TFC vs DOV
+6,499.6%
-3,894.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | 0.0% |
| 7D | +0.1% | +3.4% | -3.3% | -1.7% |
| 30D | +8.6% | +8.8% | -0.2% | +3.6% |
| 3M | -4.3% | +0.9% | -5.3% | -5.1% |
| 6M | +5.4% | -2.8% | +8.3% | +6.1% |
| YTD | +4.5% | +8.1% | -3.6% | -1.1% |
| 1Y | +14.0% | +15.2% | -1.3% | +4.1% |
| 3Y | +93.4% | +64.5% | +28.8% | +45.2% |
| 5Y | +0.5% | +28.9% | -28.4% | -13.9% |
| 10Y | +77.7% | +328.7% | -251.0% | -14.9% |
| All | +2,604.8% | +6,499.6% | -3,894.8% | +516.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling