+15.5%
GEHC vs DOV
+45.8%
-30.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.7% |
| 7D | -4.0% | -2.7% | -1.3% | -2.7% |
| 30D | -2.0% | -8.1% | +6.1% | +2.2% |
| 3M | +8.0% | -9.4% | +17.4% | +12.3% |
| 6M | -12.8% | -12.6% | -0.2% | -7.6% |
| YTD | -15.9% | -0.5% | -15.4% | -17.4% |
| 1Y | -6.9% | +9.2% | -16.2% | -13.5% |
| 3Y | 0.0% | +34.1% | -34.2% | -16.0% |
| All | +15.5% | +45.8% | -30.3% | -9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling