+6,175.2%
TGT vs DOV
+6,035.5%
+139.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.0% | -1.5% |
| 7D | -0.6% | +2.5% | -3.2% | -1.7% |
| 30D | +9.5% | -7.5% | +17.0% | +13.3% |
| 3M | +32.3% | -9.7% | +41.9% | +37.6% |
| 6M | +37.0% | -6.1% | +43.1% | +39.5% |
| YTD | +71.0% | +0.5% | +70.6% | +68.6% |
| 1Y | +85.0% | +10.5% | +74.5% | +74.3% |
| 3Y | +46.8% | +41.7% | +5.1% | +23.2% |
| 5Y | -22.7% | +18.4% | -41.2% | -30.1% |
| 10Y | +216.3% | +289.8% | -73.5% | +61.5% |
| All | +6,175.2% | +6,035.5% | +139.7% | +814.3% |
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