+309.1%
TMUS vs DOV
+294.8%
+14.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | -0.3% | +2.5% | -2.8% | -1.0% |
| 30D | +3.1% | -7.5% | +10.7% | +5.5% |
| 3M | +2.4% | -9.7% | +12.1% | +5.4% |
| 6M | -17.1% | -6.1% | -11.0% | -16.0% |
| YTD | -9.1% | +0.5% | -9.6% | -10.1% |
| 1Y | -23.6% | +10.5% | -34.1% | -27.0% |
| 3Y | +38.8% | +41.7% | -2.9% | +18.3% |
| 5Y | +43.0% | +18.4% | +24.5% | +27.7% |
| 10Y | +309.1% | +289.8% | +19.3% | +138.0% |
| All | +309.1% | +294.8% | +14.3% | +138.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling