+290.8%
TMUS vs DOV
+826.2%
-535.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.5% | -0.3% | +2.1% |
| 7D | +5.3% | -1.4% | +6.7% | +5.9% |
| 30D | +13.5% | +12.8% | +0.8% | +7.3% |
| 3M | -4.2% | +1.1% | -5.4% | -5.1% |
| 6M | -11.9% | -2.6% | -9.3% | -11.6% |
| YTD | -15.6% | +9.9% | -25.5% | -20.5% |
| 1Y | -16.8% | +19.3% | -36.1% | -24.8% |
| 3Y | +20.8% | +68.4% | -47.6% | -11.2% |
| 5Y | +48.0% | +29.1% | +18.9% | +20.8% |
| 10Y | +234.7% | +340.2% | -105.4% | +32.2% |
| All | +290.8% | +826.2% | -535.4% | -9.2% |
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 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