+294.1%
CG vs DOV
+559.0%
-264.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -3.8% | -0.1% | -3.7% | -3.6% |
| 30D | +7.5% | +11.3% | -3.8% | -0.5% |
| 3M | -14.4% | +2.2% | -16.5% | -15.8% |
| 6M | -15.7% | -2.9% | -12.7% | -14.6% |
| YTD | -29.0% | +9.6% | -38.6% | -34.6% |
| 1Y | -22.1% | +16.7% | -38.8% | -31.4% |
| 3Y | +49.1% | +66.9% | -17.7% | +4.4% |
| 5Y | -18.4% | +32.0% | -50.4% | -32.5% |
| 10Y | +295.1% | +334.8% | -39.7% | +69.6% |
| All | +294.1% | +559.0% | -264.9% | +45.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling