+288.7%
DOV vs GRMN
+646.1%
-357.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -1.9% | -1.8% | -0.1% | -1.1% |
| 30D | -9.9% | -12.1% | +2.2% | -4.4% |
| 3M | -12.1% | +18.0% | -30.1% | -19.8% |
| 6M | -10.4% | +13.7% | -24.2% | -17.2% |
| YTD | -3.3% | +35.3% | -38.6% | -18.4% |
| 1Y | +7.8% | +17.2% | -9.5% | -3.2% |
| 3Y | +36.3% | +179.6% | -143.3% | -28.4% |
| 5Y | +14.8% | +75.6% | -60.7% | -21.9% |
| All | +288.7% | +646.1% | -357.3% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling