+331.4%
TSEM vs DOV
+29.5%
+301.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | +0.2% |
| 7D | +20.5% | +3.4% | +17.1% | +18.3% |
| 30D | -29.0% | +8.8% | -37.8% | -32.1% |
| 3M | -39.4% | +0.9% | -40.3% | -39.4% |
| 6M | -28.5% | -2.8% | -25.7% | -27.0% |
| YTD | +34.4% | +8.1% | +26.4% | +29.4% |
| 1Y | +48.3% | +15.2% | +33.1% | +38.0% |
| 3Y | +543.5% | +64.5% | +479.0% | +435.1% |
| 5Y | +331.4% | +28.9% | +302.6% | +321.2% |
| All | +331.4% | +29.5% | +301.9% | +321.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling