+45.8%
TNA vs DOV
+8.6%
+37.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.1% |
| 7D | -7.3% | -2.0% | -5.3% | -5.1% |
| 30D | -14.2% | -8.9% | -5.3% | -4.6% |
| 3M | -4.6% | -13.3% | +8.7% | +11.3% |
| 6M | +36.9% | -9.7% | +46.6% | +51.9% |
| YTD | +42.5% | -2.5% | +45.0% | +47.2% |
| 1Y | +45.8% | +7.2% | +38.5% | +54.8% |
| All | +45.8% | +8.6% | +37.1% | +54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling