-38.4%
TRI vs DOV
+11.5%
-49.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.9% | -6.4% | -5.2% |
| 7D | -0.5% | -2.7% | +2.1% | -1.2% |
| 30D | +7.9% | -8.1% | +16.0% | +5.7% |
| 3M | +24.1% | -9.4% | +33.5% | +21.1% |
| 6M | +3.8% | -12.6% | +16.4% | +1.4% |
| YTD | -16.9% | -0.5% | -16.4% | -20.4% |
| 1Y | -38.4% | +9.2% | -47.6% | -43.0% |
| All | -38.4% | +11.5% | -49.9% | -43.0% |
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 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