+285.7%
GDXJ vs DOV
+37.0%
+248.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.7% |
| 7D | -2.8% | -2.0% | -0.8% | -1.9% |
| 30D | +5.0% | -8.9% | +13.9% | +9.4% |
| 3M | +24.1% | -13.3% | +37.3% | +31.9% |
| 6M | -7.4% | -9.7% | +2.3% | -3.1% |
| YTD | +10.2% | -2.5% | +12.7% | +12.6% |
| 1Y | +42.5% | +7.2% | +35.3% | +40.8% |
| 3Y | +285.7% | +39.4% | +246.3% | +207.4% |
| All | +285.7% | +37.0% | +248.7% | +207.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling