+329.8%
DOV vs GEN
+151.0%
+178.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.7% | +1.0% | -1.7% | -1.0% |
| 30D | +12.3% | +29.1% | -16.8% | +6.3% |
| 3M | +1.2% | +2.9% | -1.7% | -0.2% |
| 6M | -3.1% | +33.6% | -36.7% | -10.1% |
| YTD | +9.4% | +12.0% | -2.7% | +5.0% |
| 1Y | +17.6% | +16.2% | +1.5% | +11.9% |
| 3Y | +66.5% | +65.1% | +1.5% | +45.7% |
| 5Y | +29.0% | +33.3% | -4.3% | +16.1% |
| 10Y | +329.8% | +149.7% | +180.2% | +218.7% |
| All | +329.8% | +151.0% | +178.9% | +218.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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