+270.9%
TRGP vs DOV
+38.7%
+232.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.3% |
| 7D | -0.7% | +1.3% | -2.0% | -1.2% |
| 30D | +9.5% | -8.6% | +18.1% | +13.2% |
| 3M | +10.8% | -13.1% | +24.0% | +16.5% |
| 6M | +25.3% | -8.8% | +34.2% | +27.8% |
| YTD | +60.3% | -1.2% | +61.5% | +56.0% |
| 1Y | +84.6% | +10.7% | +73.8% | +68.1% |
| All | +270.9% | +38.7% | +232.1% | +189.1% |
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