+41.0%
TMUS vs DOV
+25.3%
+15.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.8% |
| 7D | +3.6% | -1.9% | +5.4% | +3.9% |
| 30D | -3.4% | +8.3% | -11.6% | -4.8% |
| 3M | -9.5% | -3.1% | -6.4% | -9.1% |
| 6M | -15.2% | -9.8% | -5.4% | -13.9% |
| YTD | -18.9% | +5.2% | -24.1% | -20.2% |
| 1Y | -17.7% | +15.3% | -33.0% | -20.5% |
| 3Y | +15.6% | +58.8% | -43.1% | -0.1% |
| All | +41.0% | +25.3% | +15.7% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling