+7,716.4%
TPR vs DOV
+930.7%
+6,785.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.0% |
| 3M | -12.5% | -9.4% | -3.1% | -6.3% |
| 6M | -21.4% | -12.6% | -8.8% | -13.4% |
| YTD | -3.5% | -0.5% | -3.0% | -3.8% |
| 1Y | +17.4% | +9.2% | +8.1% | +8.5% |
| 3Y | +291.3% | +34.1% | +257.1% | +208.1% |
| 5Y | +241.9% | +17.3% | +224.7% | +197.2% |
| 10Y | +322.7% | +284.9% | +37.7% | +65.6% |
| All | +7,716.4% | +930.7% | +6,785.8% | +1,041.9% |
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