+15.4%
GE vs DOV
+10.4%
+5.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.0% |
| 7D | -1.2% | +1.3% | -2.6% | -1.9% |
| 30D | -11.3% | -8.6% | -2.6% | -7.3% |
| 3M | -1.4% | -13.1% | +11.7% | +5.1% |
| 6M | +1.2% | -8.8% | +10.0% | +5.0% |
| YTD | +5.9% | -1.2% | +7.2% | +7.7% |
| All | +15.4% | +10.4% | +5.0% | +12.5% |
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 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