+129.5%
TLT vs DOV
+1,548.8%
-1,419.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | +0.1% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | +4.1% | +11.3% | -7.2% | +5.7% |
| 3M | -0.4% | +2.2% | -2.5% | 0.0% |
| 6M | -3.2% | -2.9% | -0.2% | -3.4% |
| YTD | -3.5% | +9.6% | -13.1% | -1.9% |
| 1Y | -5.8% | +16.7% | -22.5% | -3.4% |
| 3Y | +4.6% | +66.9% | -62.3% | +14.1% |
| 5Y | -34.4% | +32.0% | -66.4% | -30.7% |
| 10Y | -11.4% | +334.8% | -346.2% | +19.5% |
| All | +129.5% | +1,548.8% | -1,419.3% | +318.1% |
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