+310.3%
TPR vs DOV
+39.5%
+270.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.7% |
| 7D | -2.3% | -2.7% | +0.4% | -0.4% |
| 30D | -23.0% | -8.1% | -14.9% | -18.1% |
| 3M | -12.5% | -9.4% | -3.1% | -6.5% |
| 6M | -21.4% | -12.6% | -8.8% | -13.7% |
| YTD | -3.5% | -0.5% | -3.0% | -3.8% |
| 1Y | +17.4% | +9.2% | +8.1% | +9.0% |
| All | +310.3% | +39.5% | +270.8% | +194.5% |
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 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