+215.1%
GDXJ vs DOV
+300.2%
-85.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.7% |
| 7D | -2.8% | -2.0% | -0.8% | -2.1% |
| 30D | +5.0% | -8.9% | +13.9% | +8.4% |
| 3M | +24.1% | -13.3% | +37.3% | +30.2% |
| 6M | -7.4% | -9.7% | +2.3% | -4.0% |
| YTD | +10.2% | -2.5% | +12.7% | +11.6% |
| 1Y | +42.5% | +7.2% | +35.3% | +39.6% |
| 3Y | +285.7% | +39.4% | +246.3% | +242.1% |
| 5Y | +231.9% | +15.8% | +216.0% | +204.7% |
| All | +215.1% | +300.2% | -85.1% | +117.1% |
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