+513.1%
TRI vs DOV
+1,196.6%
-683.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.2% |
| 7D | -8.4% | +1.3% | -9.7% | -8.9% |
| 30D | -6.5% | -8.6% | +2.2% | -3.4% |
| 3M | +18.6% | -13.1% | +31.7% | +24.1% |
| 6M | -10.4% | -8.8% | -1.6% | -8.8% |
| YTD | -23.7% | -1.2% | -22.5% | -25.0% |
| 1Y | -42.5% | +10.7% | -53.2% | -46.1% |
| 3Y | -19.3% | +39.3% | -58.6% | -32.5% |
| 5Y | -9.7% | +16.4% | -26.1% | -20.3% |
| 10Y | +194.4% | +302.5% | -108.0% | +48.1% |
| All | +513.1% | +1,196.6% | -683.6% | +65.2% |
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