+263.4%
TSM vs DOV
+28.5%
+234.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.3% |
| 7D | -2.1% | -0.7% | -1.3% | -1.4% |
| 30D | -12.5% | +12.3% | -24.8% | -18.6% |
| 3M | -5.0% | +1.2% | -6.2% | -5.7% |
| 6M | -3.2% | -3.1% | -0.1% | -1.5% |
| YTD | +31.5% | +9.4% | +22.1% | +23.5% |
| 1Y | +35.7% | +17.6% | +18.1% | +21.4% |
| 3Y | +323.5% | +66.5% | +257.0% | +202.7% |
| 5Y | +263.4% | +29.0% | +234.4% | +190.2% |
| All | +263.4% | +28.5% | +234.8% | +190.2% |
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