+2,241.1%
TRGP vs DOV
+614.6%
+1,626.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +12.4% | +3.0% | +9.4% | +9.8% |
| 30D | +2.6% | +8.6% | -6.0% | -4.0% |
| 3M | +11.9% | +1.9% | +10.0% | +9.5% |
| 6M | +13.9% | -1.7% | +15.6% | +12.7% |
| YTD | +64.2% | +8.3% | +55.9% | +47.7% |
| 1Y | +78.5% | +16.6% | +61.9% | +51.1% |
| 3Y | +272.9% | +65.1% | +207.8% | +128.1% |
| 5Y | +510.7% | +29.2% | +481.6% | +345.8% |
| 10Y | +821.0% | +329.7% | +491.3% | +180.2% |
| All | +2,241.1% | +614.6% | +1,626.5% | +454.9% |
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