+188.7%
GD vs DOV
+284.4%
-95.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.2% |
| 7D | -5.3% | -2.7% | -2.6% | -4.1% |
| 30D | -6.4% | -8.1% | +1.7% | -2.7% |
| 3M | +5.7% | -9.4% | +15.1% | +9.9% |
| 6M | -0.9% | -12.6% | +11.7% | +4.2% |
| YTD | +8.2% | -0.5% | +8.6% | +6.5% |
| 1Y | +13.4% | +9.2% | +4.2% | +6.2% |
| 3Y | +68.5% | +34.1% | +34.4% | +38.3% |
| 5Y | +97.2% | +17.3% | +79.9% | +69.9% |
| All | +188.7% | +284.4% | -95.7% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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