-6.3%
TLT vs DOV
+17.3%
-23.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.3% |
| 7D | -0.3% | -0.7% | +0.5% | -0.2% |
| 30D | +3.7% | +12.3% | -8.6% | +2.7% |
| 3M | -0.7% | +1.2% | -1.8% | -0.8% |
| 6M | -4.2% | -3.1% | -1.1% | -4.2% |
| YTD | -4.0% | +9.4% | -13.4% | -4.9% |
| All | -6.3% | +17.3% | -23.6% | -7.9% |
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