+42.5%
GDXJ vs DOV
+8.6%
+33.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.5% |
| 7D | -2.8% | -2.0% | -0.8% | -1.7% |
| 30D | +5.0% | -8.9% | +13.9% | +10.8% |
| 3M | +24.1% | -13.3% | +37.3% | +34.2% |
| 6M | -7.4% | -9.7% | +2.3% | -2.0% |
| YTD | +10.2% | -2.5% | +12.7% | +16.0% |
| 1Y | +42.5% | +7.2% | +35.3% | +54.6% |
| All | +42.5% | +8.6% | +33.9% | +54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling