+1,297.6%
TNA vs DOV
+1,345.5%
-47.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -3.1% |
| 7D | +4.1% | +2.5% | +1.5% | -0.8% |
| 30D | -7.6% | -7.5% | -0.1% | +6.7% |
| 3M | +8.1% | -9.7% | +17.8% | +27.4% |
| 6M | +49.0% | -6.1% | +55.1% | +63.1% |
| YTD | +51.7% | +0.5% | +51.2% | +45.8% |
| 1Y | +59.6% | +10.5% | +49.1% | +26.4% |
| 3Y | +118.9% | +41.7% | +77.2% | +25.4% |
| 5Y | -19.2% | +18.4% | -37.6% | -24.4% |
| 10Y | +77.2% | +289.8% | -212.5% | -74.6% |
| All | +1,297.6% | +1,345.5% | -47.8% | -84.6% |
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