+37.1%
GFS vs DOV
+10.7%
+26.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -1.0% |
| 7D | +2.6% | +2.5% | +0.1% | +0.7% |
| 30D | -16.4% | -7.5% | -8.9% | -11.2% |
| 3M | -41.6% | -9.7% | -31.9% | -36.5% |
| 6M | -3.7% | -6.1% | +2.4% | +1.8% |
| YTD | +29.3% | +0.5% | +28.8% | +33.0% |
| 1Y | +37.1% | +10.5% | +26.6% | +40.5% |
| All | +37.1% | +10.7% | +26.5% | +40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling