+10.7%
DOV vs GEN
+0.6%
+10.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | +1.3% | -2.9% | +4.2% | +1.3% |
| 30D | -8.6% | +2.1% | -10.7% | -8.6% |
| 3M | -13.1% | +19.7% | -32.9% | -13.1% |
| 6M | -8.8% | +33.3% | -42.1% | -8.1% |
| YTD | -1.2% | +11.1% | -12.3% | +5.9% |
| 1Y | +10.7% | +3.0% | +7.7% | +23.9% |
| All | +10.7% | +0.6% | +10.1% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling