+802.2%
TTMI vs DOV
+13.3%
+788.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | +0.3% |
| 7D | +6.0% | -1.9% | +8.0% | +8.0% |
| 30D | -6.4% | -9.9% | +3.4% | +2.7% |
| 3M | -28.9% | -12.1% | -16.8% | -20.4% |
| 6M | +26.9% | -10.4% | +37.3% | +41.0% |
| YTD | +77.3% | -3.3% | +80.6% | +84.9% |
| 1Y | +147.5% | +7.8% | +139.7% | +136.2% |
| 3Y | +847.6% | +36.3% | +811.3% | +655.0% |
| 5Y | +802.2% | +14.8% | +787.4% | +658.3% |
| All | +802.2% | +13.3% | +788.9% | +658.3% |
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