+6,523.8%
DOV vs GEN
+8,835.9%
-2,312.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.1% |
| 7D | -0.1% | -0.8% | +0.7% | 0.0% |
| 30D | +11.3% | +31.2% | -19.9% | +6.6% |
| 3M | +2.2% | +6.1% | -3.9% | +0.6% |
| 6M | -2.9% | +38.1% | -41.1% | -8.6% |
| YTD | +9.6% | +14.4% | -4.8% | +5.7% |
| 1Y | +16.7% | +15.1% | +1.5% | +12.4% |
| 3Y | +66.9% | +68.5% | -1.7% | +51.0% |
| 5Y | +32.0% | +35.8% | -3.8% | +22.2% |
| 10Y | +334.8% | +155.4% | +179.3% | +254.3% |
| All | +6,523.8% | +8,835.9% | -2,312.1% | +3,043.9% |
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 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