+147.8%
GE vs DOV
+296.6%
-148.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +1.0% |
| 7D | -2.8% | -1.9% | -0.9% | -1.5% |
| 30D | -11.9% | -9.9% | -2.1% | -5.5% |
| 3M | +1.8% | -12.1% | +13.9% | +10.2% |
| 6M | -0.6% | -10.4% | +9.8% | +6.3% |
| YTD | +5.5% | -3.3% | +8.8% | +6.8% |
| 1Y | +15.0% | +7.8% | +7.2% | +7.3% |
| 3Y | +269.5% | +36.3% | +233.2% | +185.1% |
| 5Y | +422.4% | +14.8% | +407.6% | +347.0% |
| All | +147.8% | +296.6% | -148.8% | +15.1% |
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