+606.9%
GEV vs DOV
+9.6%
+597.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.7% | -1.2% |
| 7D | -1.9% | -1.9% | 0.0% | -0.3% |
| 30D | -8.7% | -9.9% | +1.2% | -0.9% |
| 3M | +6.6% | -12.1% | +18.7% | +17.3% |
| 6M | +10.2% | -10.4% | +20.6% | +19.0% |
| YTD | +41.6% | -3.3% | +44.9% | +42.7% |
| 1Y | +43.9% | +7.8% | +36.1% | +31.5% |
| All | +606.9% | +9.6% | +597.3% | +567.4% |
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 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