+302.5%
DOV vs GEN
+150.6%
+151.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | +1.3% | -2.9% | +4.2% | +1.9% |
| 30D | -8.6% | +2.1% | -10.7% | -9.2% |
| 3M | -13.1% | +19.7% | -32.9% | -16.7% |
| 6M | -8.8% | +33.3% | -42.1% | -15.3% |
| YTD | -1.2% | +11.1% | -12.3% | -4.5% |
| 1Y | +10.7% | +3.0% | +7.7% | +8.9% |
| 3Y | +39.3% | +57.9% | -18.6% | +23.5% |
| 5Y | +16.4% | +20.6% | -4.2% | +7.3% |
| 10Y | +302.5% | +153.2% | +149.2% | +196.5% |
| All | +302.5% | +150.6% | +151.9% | +196.5% |
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