-16.7%
TRI vs DOV
+21.2%
-37.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +6.3% |
| 7D | +1.0% | +2.2% | -1.3% | +1.5% |
| 30D | +20.8% | +11.2% | +9.6% | +24.1% |
| 3M | +8.1% | +1.6% | +6.5% | +8.4% |
| 6M | +24.2% | -3.2% | +27.4% | +23.3% |
| YTD | -7.8% | +9.7% | -17.5% | -13.7% |
| 1Y | -16.7% | +20.5% | -37.2% | -28.3% |
| All | -16.7% | +21.2% | -37.9% | -28.3% |
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