+42.0%
TMUS vs DOV
+17.7%
+24.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.6% |
| 7D | +0.1% | -2.7% | +2.7% | +0.5% |
| 30D | +5.3% | -8.1% | +13.3% | +6.8% |
| 3M | +3.1% | -9.4% | +12.5% | +4.8% |
| 6M | -16.5% | -12.6% | -3.8% | -14.7% |
| YTD | -9.2% | -0.5% | -8.7% | -9.6% |
| 1Y | -26.5% | +9.2% | -35.7% | -28.3% |
| 3Y | +39.0% | +34.1% | +4.9% | +25.8% |
| All | +42.0% | +17.7% | +24.2% | +25.4% |
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