+5,914.2%
DOV vs GEN
+8,838.8%
-2,924.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.3% |
| 7D | -2.7% | -1.2% | -1.5% | -2.5% |
| 30D | -8.1% | +10.1% | -18.2% | -9.5% |
| 3M | -9.4% | +16.1% | -25.5% | -11.7% |
| 6M | -12.6% | +38.9% | -51.5% | -17.6% |
| YTD | -0.5% | +14.4% | -14.9% | -3.5% |
| 1Y | +9.2% | +5.9% | +3.4% | +7.2% |
| 3Y | +34.1% | +58.8% | -24.7% | +23.0% |
| 5Y | +17.3% | +24.7% | -7.4% | +10.5% |
| 10Y | +284.9% | +163.1% | +121.9% | +214.0% |
| All | +5,914.2% | +8,838.8% | -2,924.6% | +2,770.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling