+9.3%
GEHC vs DOV
+44.6%
-35.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -1.6% |
| 7D | -7.6% | +1.3% | -9.0% | -8.3% |
| 30D | -10.7% | -8.6% | -2.0% | -6.6% |
| 3M | -1.2% | -13.1% | +11.9% | +5.2% |
| 6M | -13.7% | -8.8% | -4.9% | -10.9% |
| YTD | -20.4% | -1.2% | -19.2% | -21.6% |
| 1Y | -17.0% | +10.7% | -27.7% | -23.5% |
| 3Y | +0.9% | +39.3% | -38.3% | -16.2% |
| All | +9.3% | +44.6% | -35.4% | -14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling