+6,411.5%
TRV vs DOV
+6,035.5%
+376.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.4% |
| 7D | +0.5% | +2.5% | -2.1% | -0.5% |
| 30D | -4.9% | -7.5% | +2.7% | -1.9% |
| 3M | +23.7% | -9.7% | +33.4% | +28.1% |
| 6M | +20.3% | -6.1% | +26.4% | +22.1% |
| YTD | +27.1% | +0.5% | +26.6% | +25.1% |
| 1Y | +35.3% | +10.5% | +24.8% | +27.7% |
| 3Y | +139.8% | +41.7% | +98.1% | +100.4% |
| 5Y | +153.9% | +18.4% | +135.4% | +124.2% |
| 10Y | +285.9% | +289.8% | -3.9% | +108.1% |
| All | +6,411.5% | +6,035.5% | +376.0% | +1,250.8% |
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