+349.2%
GDX vs DOV
+333.4%
+15.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | -3.8% | +11.3% | -15.0% | -6.4% |
| 3M | -5.4% | +2.2% | -7.6% | -6.0% |
| 6M | -12.7% | -2.9% | -9.8% | -12.1% |
| YTD | -0.7% | +9.6% | -10.3% | -2.7% |
| 1Y | +11.9% | +16.7% | -4.8% | +8.0% |
| 3Y | +223.9% | +66.9% | +157.0% | +186.0% |
| 5Y | +163.2% | +32.0% | +131.2% | +138.9% |
| 10Y | +349.2% | +334.8% | +14.4% | +263.0% |
| All | +349.2% | +333.4% | +15.7% | +263.0% |
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