+312.1%
CG vs DOV
+296.6%
+15.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.2% | -0.7% |
| 7D | -9.8% | -1.9% | -7.9% | -8.4% |
| 30D | -10.3% | -9.9% | -0.4% | -2.8% |
| 3M | -1.7% | -12.1% | +10.5% | +7.9% |
| 6M | -9.8% | -10.4% | +0.6% | -3.2% |
| YTD | -25.6% | -3.3% | -22.3% | -25.0% |
| 1Y | -32.5% | +7.8% | -40.3% | -38.2% |
| 3Y | +45.6% | +36.3% | +9.3% | +14.4% |
| 5Y | +3.7% | +14.8% | -11.1% | -7.6% |
| All | +312.1% | +296.6% | +15.5% | +109.0% |
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