+329.1%
DOV vs GAP
+1.5%
+327.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.4% |
| 7D | +3.0% | -1.9% | +4.9% | +3.4% |
| 30D | +8.6% | -7.1% | +15.7% | +10.2% |
| 3M | +1.9% | +4.1% | -2.2% | +0.3% |
| 6M | -1.7% | +1.9% | -3.6% | -3.4% |
| YTD | +8.3% | -15.2% | +23.5% | +10.2% |
| 1Y | +16.6% | -10.6% | +27.2% | +16.9% |
| 3Y | +65.1% | +74.6% | -9.5% | +32.1% |
| 5Y | +29.2% | +3.7% | +25.5% | +10.2% |
| All | +329.1% | +1.5% | +327.6% | +191.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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