+305.7%
GDX vs DOV
+305.2%
+0.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.5% |
| 7D | +1.9% | +1.3% | +0.6% | +1.5% |
| 30D | +9.9% | -8.6% | +18.6% | +12.5% |
| 3M | +28.2% | -13.1% | +41.3% | +32.7% |
| 6M | -2.9% | -8.8% | +5.9% | -0.6% |
| YTD | +16.0% | -1.2% | +17.2% | +16.6% |
| 1Y | +49.9% | +10.7% | +39.2% | +46.8% |
| 3Y | +263.6% | +39.3% | +224.3% | +234.9% |
| 5Y | +233.6% | +16.4% | +217.1% | +212.1% |
| All | +305.7% | +305.2% | +0.5% | +210.7% |
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