+893.7%
TT vs DOV
+294.8%
+599.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -1.1% |
| 7D | +1.6% | +2.5% | -1.0% | -0.1% |
| 30D | -7.3% | -7.5% | +0.2% | -2.3% |
| 3M | -2.6% | -9.7% | +7.1% | +3.9% |
| 6M | +5.9% | -6.1% | +12.0% | +10.0% |
| YTD | +15.4% | +0.5% | +14.9% | +14.3% |
| 1Y | +8.2% | +10.5% | -2.3% | 0.0% |
| 3Y | +122.7% | +41.7% | +81.0% | +69.0% |
| 5Y | +145.0% | +18.4% | +126.5% | +107.9% |
| 10Y | +893.7% | +289.8% | +604.0% | +305.8% |
| All | +893.7% | +294.8% | +599.0% | +305.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling