+18.7%
DOV vs GEN
+24.6%
-5.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.5% |
| 7D | -2.7% | -1.2% | -1.5% | -2.4% |
| 30D | -8.1% | +10.1% | -18.2% | -10.3% |
| 3M | -9.4% | +16.1% | -25.5% | -12.9% |
| 6M | -12.6% | +38.9% | -51.5% | -20.6% |
| YTD | -0.5% | +14.4% | -14.9% | -4.3% |
| 1Y | +9.2% | +5.9% | +3.4% | +7.6% |
| 3Y | +34.1% | +58.8% | -24.7% | +16.2% |
| All | +18.7% | +24.6% | -5.9% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling