-5.9%
TLT vs DOV
+8.0%
-13.9%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +1.0% | -1.0% |
| 7D | -1.6% | -1.9% | +0.4% | -1.4% |
| 30D | -1.3% | -9.9% | +8.5% | -0.7% |
| 3M | -3.7% | -12.1% | +8.4% | -3.0% |
| 6M | -6.4% | -10.4% | +4.1% | -5.7% |
| YTD | -4.5% | -3.3% | -1.2% | -3.9% |
| 1Y | -5.9% | +7.8% | -13.6% | -5.2% |
| All | -5.9% | +8.0% | -13.9% | -5.2% |
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