+102.5%
TNA vs DOV
+35.8%
+66.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | +0.7% |
| 7D | -7.6% | -1.9% | -5.7% | -4.3% |
| 30D | -13.6% | -9.9% | -3.8% | +3.7% |
| 3M | +2.8% | -12.1% | +14.9% | +26.4% |
| 6M | +34.5% | -10.4% | +44.9% | +58.6% |
| YTD | +41.0% | -3.3% | +44.4% | +42.5% |
| 1Y | +52.0% | +7.8% | +44.2% | +22.0% |
| All | +102.5% | +35.8% | +66.7% | +2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling