+32.0%
DOV vs FGI
-68.3%
+100.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.9% | -5.7% | +0.2% |
| 7D | -0.1% | +6.9% | -7.0% | -0.2% |
| 30D | +11.3% | +3.9% | +7.4% | +11.2% |
| 3M | +2.2% | +74.3% | -72.1% | +1.0% |
| 6M | -2.9% | +28.9% | -31.9% | -3.8% |
| YTD | +9.6% | +39.1% | -29.5% | +7.9% |
| 1Y | +16.7% | +49.3% | -32.7% | +14.5% |
| 3Y | +66.9% | +5.7% | +61.1% | +63.0% |
| All | +32.0% | -68.3% | +100.3% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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