-18.4%
CG vs DOV
+29.3%
-47.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | -3.8% | -0.1% | -3.7% | -3.6% |
| 30D | +7.5% | +11.3% | -3.8% | -3.2% |
| 3M | -14.4% | +2.2% | -16.5% | -16.4% |
| 6M | -15.7% | -2.9% | -12.7% | -14.5% |
| YTD | -29.0% | +9.6% | -38.6% | -37.4% |
| 1Y | -22.1% | +16.7% | -38.8% | -35.8% |
| 3Y | +49.1% | +66.9% | -17.7% | -16.4% |
| 5Y | -18.4% | +32.0% | -50.4% | -40.8% |
| All | -18.4% | +29.3% | -47.7% | -40.8% |
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 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