+320.5%
TMUS vs DOV
+738.8%
-418.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.9% |
| 7D | +0.1% | -2.7% | +2.7% | +1.2% |
| 30D | +5.3% | -8.1% | +13.3% | +9.2% |
| 3M | +3.1% | -9.4% | +12.5% | +7.3% |
| 6M | -16.5% | -12.6% | -3.8% | -12.2% |
| YTD | -9.2% | -0.5% | -8.7% | -10.3% |
| 1Y | -26.5% | +9.2% | -35.7% | -31.0% |
| 3Y | +39.0% | +34.1% | +4.9% | +14.0% |
| 5Y | +40.4% | +17.3% | +23.1% | +19.7% |
| 10Y | +303.7% | +284.9% | +18.8% | +69.7% |
| All | +320.5% | +738.8% | -418.3% | +2.5% |
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