+37.3%
GEHC vs DOV
+58.3%
-21.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.2% |
| 7D | -2.3% | +3.4% | -5.7% | -3.9% |
| 30D | +19.0% | +8.8% | +10.2% | +14.0% |
| 3M | +13.3% | +0.9% | +12.4% | +12.5% |
| 6M | +31.5% | -2.8% | +34.4% | +31.9% |
| YTD | 0.0% | +8.1% | -8.1% | -5.9% |
| 1Y | +9.4% | +15.2% | -5.9% | -0.7% |
| 3Y | +18.3% | +64.5% | -46.2% | -8.6% |
| All | +37.3% | +58.3% | -21.0% | +3.2% |
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