+2,174.7%
TRGP vs DOV
+556.5%
+1,618.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.9% |
| 7D | +0.8% | -2.7% | +3.4% | +2.7% |
| 30D | +11.5% | -8.1% | +19.6% | +18.6% |
| 3M | +9.0% | -9.4% | +18.4% | +15.7% |
| 6M | +20.5% | -12.6% | +33.1% | +29.6% |
| YTD | +59.5% | -0.5% | +60.0% | +53.8% |
| 1Y | +77.9% | +9.2% | +68.7% | +57.7% |
| 3Y | +253.6% | +34.1% | +219.5% | +156.6% |
| 5Y | +615.5% | +17.3% | +598.2% | +464.2% |
| 10Y | +897.1% | +284.9% | +612.2% | +229.2% |
| All | +2,174.7% | +556.5% | +1,618.2% | +478.0% |
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 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