+0.8%
GEHC vs DOV
+41.1%
-40.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.5% |
| 7D | -5.2% | +2.5% | -7.7% | -6.5% |
| 30D | -7.0% | -7.5% | +0.6% | -3.0% |
| 3M | +3.3% | -9.7% | +13.0% | +8.1% |
| 6M | -10.0% | -6.1% | -3.9% | -8.5% |
| YTD | -18.5% | +0.5% | -19.0% | -20.8% |
| 1Y | -14.4% | +10.5% | -24.9% | -22.0% |
| All | +0.8% | +41.1% | -40.4% | -23.1% |
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 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