+5.5%
CG vs DOV
+16.3%
-10.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.3% | -2.4% |
| 7D | -6.4% | +1.3% | -7.8% | -7.6% |
| 30D | -7.1% | -8.6% | +1.6% | +1.2% |
| 3M | -1.6% | -13.1% | +11.6% | +11.4% |
| 6M | -8.3% | -8.8% | +0.5% | -2.2% |
| YTD | -23.8% | -1.2% | -22.6% | -25.5% |
| 1Y | -28.7% | +10.7% | -39.4% | -38.9% |
| 3Y | +49.2% | +39.3% | +9.9% | +1.8% |
| 5Y | +5.5% | +16.4% | -10.9% | -15.4% |
| All | +5.5% | +16.3% | -10.8% | -15.4% |
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