+39.4%
DOV vs GFI
+287.6%
-248.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.0% |
| 7D | -2.0% | -4.9% | +2.9% | -1.6% |
| 30D | -8.9% | +10.7% | -19.6% | -9.7% |
| 3M | -13.3% | +25.6% | -38.9% | -15.0% |
| 6M | -9.7% | -8.3% | -1.4% | -9.9% |
| YTD | -2.5% | +6.3% | -8.8% | -3.7% |
| 1Y | +7.2% | +22.1% | -14.8% | +4.8% |
| 3Y | +39.4% | +289.2% | -249.8% | +20.5% |
| All | +39.4% | +287.6% | -248.2% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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