+77.2%
TGT vs DOV
+8.6%
+68.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | -5.2% | -2.0% | -3.3% | -4.8% |
| 30D | +1.2% | -8.9% | +10.1% | +3.3% |
| 3M | +18.4% | -13.3% | +31.6% | +21.9% |
| 6M | +33.4% | -9.7% | +43.1% | +35.7% |
| YTD | +63.8% | -2.5% | +66.3% | +61.2% |
| 1Y | +77.2% | +7.2% | +69.9% | +72.2% |
| All | +77.2% | +8.6% | +68.5% | +72.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling