+2,624.8%
TFC vs DOV
+6,579.3%
-3,954.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.1% |
| 7D | +1.7% | -0.7% | +2.5% | +2.0% |
| 30D | +9.0% | +12.3% | -3.3% | +2.2% |
| 3M | -2.1% | +1.2% | -3.3% | -3.0% |
| 6M | +3.4% | -3.1% | +6.4% | +4.1% |
| YTD | +5.3% | +9.4% | -4.1% | -1.0% |
| 1Y | +16.2% | +17.6% | -1.5% | +5.0% |
| 3Y | +94.8% | +66.5% | +28.3% | +45.4% |
| 5Y | -0.7% | +29.0% | -29.7% | -15.0% |
| 10Y | +80.9% | +329.8% | -248.9% | -13.6% |
| All | +2,624.8% | +6,579.3% | -3,954.5% | +516.8% |
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