+855.6%
TRGP vs DOV
+296.6%
+559.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +1.8% |
| 7D | -0.6% | -1.9% | +1.4% | +0.9% |
| 30D | +10.0% | -9.9% | +19.8% | +18.8% |
| 3M | +7.6% | -12.1% | +19.7% | +17.1% |
| 6M | +26.8% | -10.4% | +37.2% | +33.6% |
| YTD | +60.6% | -3.3% | +63.9% | +57.7% |
| 1Y | +82.5% | +7.8% | +74.7% | +62.2% |
| 3Y | +265.0% | +36.3% | +228.7% | +154.8% |
| 5Y | +645.9% | +14.8% | +631.1% | +488.4% |
| All | +855.6% | +296.6% | +559.0% | +225.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling