+75.4%
TSM vs DOV
+8.9%
+66.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | 0.0% |
| 7D | +4.8% | +1.3% | +3.4% | +4.1% |
| 30D | +4.0% | -8.6% | +12.7% | +8.6% |
| 3M | +2.0% | -13.1% | +15.1% | +9.0% |
| 6M | +25.5% | -8.8% | +34.3% | +30.6% |
| YTD | +44.0% | -1.2% | +45.2% | +49.1% |
| 1Y | +75.4% | +10.7% | +64.7% | +84.7% |
| All | +75.4% | +8.9% | +66.5% | +84.7% |
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