+191.1%
TRI vs DOV
+300.2%
-109.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.5% |
| 7D | -7.9% | -2.0% | -5.9% | -7.4% |
| 30D | -4.5% | -8.9% | +4.4% | -2.1% |
| 3M | +22.1% | -13.3% | +35.4% | +26.5% |
| 6M | -2.8% | -9.7% | +6.9% | -1.2% |
| YTD | -23.4% | -2.5% | -21.0% | -24.4% |
| 1Y | -41.5% | +7.2% | -48.8% | -44.2% |
| 3Y | -19.2% | +39.4% | -58.6% | -31.0% |
| 5Y | -9.4% | +15.8% | -25.2% | -18.8% |
| All | +191.1% | +300.2% | -109.1% | +85.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling