+82.5%
TRGP vs DOV
+8.0%
+74.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.2% |
| 7D | -0.6% | -1.9% | +1.4% | -0.5% |
| 30D | +10.0% | -9.9% | +19.8% | +10.2% |
| 3M | +7.6% | -12.1% | +19.7% | +8.2% |
| 6M | +26.8% | -10.4% | +37.2% | +26.6% |
| YTD | +60.6% | -3.3% | +63.9% | +58.2% |
| 1Y | +82.5% | +7.8% | +74.7% | +77.4% |
| All | +82.5% | +8.0% | +74.4% | +77.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling