+239.9%
TMUS vs DOV
+324.7%
-84.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.2% |
| 7D | +6.5% | +3.4% | +3.1% | +5.5% |
| 30D | +11.3% | +8.8% | +2.4% | +8.3% |
| 3M | -2.9% | +0.9% | -3.8% | -3.4% |
| 6M | -10.5% | -2.8% | -7.7% | -10.2% |
| YTD | -14.4% | +8.1% | -22.5% | -17.3% |
| 1Y | -17.9% | +15.2% | -33.1% | -22.4% |
| 3Y | +21.9% | +64.5% | -42.7% | -1.5% |
| 5Y | +52.1% | +28.9% | +23.3% | +32.3% |
| All | +239.9% | +324.7% | -84.8% | +103.1% |
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 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