+151.2%
GE vs DOV
+324.7%
-173.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -2.5% |
| 7D | +5.1% | +3.4% | +1.7% | +2.8% |
| 30D | +7.6% | +8.8% | -1.3% | +1.5% |
| 3M | -9.3% | +0.9% | -10.2% | -9.9% |
| 6M | +11.5% | -2.8% | +14.4% | +12.7% |
| YTD | +7.9% | +8.1% | -0.2% | +1.1% |
| 1Y | +7.6% | +15.2% | -7.6% | -3.8% |
| 3Y | +265.9% | +64.5% | +201.3% | +146.2% |
| 5Y | +405.9% | +28.9% | +377.1% | +298.5% |
| All | +151.2% | +324.7% | -173.5% | +6.8% |
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