+19,778.3%
GD vs DOV
+6,281.9%
+13,496.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.7% | +2.4% | -0.6% |
| 7D | -3.9% | -3.7% | -0.2% | -2.6% |
| 30D | +8.1% | +5.6% | +2.5% | +5.9% |
| 3M | -6.8% | -3.5% | -3.3% | -5.7% |
| 6M | +3.0% | -8.9% | +11.9% | +5.8% |
| YTD | +7.8% | +4.5% | +3.2% | +4.9% |
| 1Y | +5.8% | +13.9% | -8.1% | -0.3% |
| 3Y | +55.3% | +55.9% | -0.6% | +28.6% |
| 5Y | +96.7% | +25.8% | +70.9% | +73.4% |
| 10Y | +195.4% | +348.8% | -153.4% | +66.9% |
| All | +19,778.3% | +6,281.9% | +13,496.4% | +6,504.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling