+292.2%
DOV vs GAP
+31.2%
+261.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.0% | +0.3% |
| 7D | -2.0% | -4.1% | +2.1% | -1.1% |
| 30D | -8.9% | +6.2% | -15.1% | -10.4% |
| 3M | -13.3% | -0.7% | -12.6% | -13.6% |
| 6M | -9.7% | -7.1% | -2.5% | -9.2% |
| YTD | -2.5% | -14.1% | +11.6% | -0.7% |
| 1Y | +7.2% | -8.5% | +15.7% | +7.1% |
| 3Y | +39.4% | +115.4% | -76.0% | +6.2% |
| 5Y | +15.8% | +9.8% | +6.0% | -2.5% |
| All | +292.2% | +31.2% | +261.0% | +167.0% |
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