+77.5%
GDXJ vs DOV
+848.4%
-770.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.1% | -1.6% |
| 7D | +4.3% | +2.5% | +1.8% | +3.2% |
| 30D | +8.4% | -7.5% | +16.0% | +12.1% |
| 3M | +25.5% | -9.7% | +35.2% | +30.9% |
| 6M | -6.3% | -6.1% | -0.3% | -3.9% |
| YTD | +12.1% | +0.5% | +11.6% | +12.0% |
| 1Y | +51.1% | +10.5% | +40.5% | +44.7% |
| 3Y | +296.1% | +41.7% | +254.4% | +235.6% |
| 5Y | +228.1% | +18.4% | +209.7% | +193.9% |
| 10Y | +211.8% | +289.8% | -78.0% | +51.4% |
| All | +77.5% | +848.4% | -770.9% | -56.5% |
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