+214.2%
GDX vs DOV
+776.1%
-561.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.5% |
| 7D | -0.4% | -2.7% | +2.3% | +0.6% |
| 30D | +18.6% | -8.1% | +26.7% | +22.2% |
| 3M | +14.9% | -9.4% | +24.3% | +18.8% |
| 6M | -6.3% | -12.6% | +6.4% | -1.8% |
| YTD | +15.7% | -0.5% | +16.2% | +15.9% |
| 1Y | +54.8% | +9.2% | +45.6% | +49.8% |
| 3Y | +253.4% | +34.1% | +219.3% | +212.6% |
| 5Y | +219.7% | +17.3% | +202.4% | +191.3% |
| 10Y | +300.2% | +284.9% | +15.3% | +113.3% |
| All | +214.2% | +776.1% | -561.9% | -8.9% |
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 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