+290.7%
TSM vs DOV
+19.9%
+270.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +1.7% |
| 7D | +6.0% | +2.5% | +3.5% | +4.4% |
| 30D | +4.5% | -7.5% | +12.0% | +9.7% |
| 3M | +3.1% | -9.7% | +12.8% | +9.7% |
| 6M | +30.2% | -6.1% | +36.3% | +34.7% |
| YTD | +45.2% | +0.5% | +44.7% | +43.7% |
| 1Y | +79.6% | +10.5% | +69.0% | +66.0% |
| 3Y | +411.0% | +41.7% | +369.3% | +302.3% |
| 5Y | +290.7% | +18.4% | +272.3% | +223.7% |
| All | +290.7% | +19.9% | +270.8% | +223.7% |
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 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