+66.5%
DOV vs GEN
+66.2%
+0.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.7% | +1.0% | -1.7% | -0.9% |
| 30D | +12.3% | +29.1% | -16.8% | +7.5% |
| 3M | +1.2% | +2.9% | -1.7% | +0.5% |
| 6M | -3.1% | +33.6% | -36.7% | -9.6% |
| YTD | +9.4% | +12.0% | -2.7% | +7.9% |
| 1Y | +17.6% | +16.2% | +1.5% | +14.6% |
| 3Y | +66.5% | +65.1% | +1.5% | +45.9% |
| All | +66.5% | +66.2% | +0.3% | +45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling