+388.8%
GH vs DOV
+141.0%
+247.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.6% |
| 7D | -2.5% | -2.0% | -0.5% | -1.3% |
| 30D | -4.7% | -8.9% | +4.2% | +0.8% |
| 3M | +20.2% | -13.3% | +33.5% | +29.8% |
| 6M | +78.8% | -9.7% | +88.4% | +86.8% |
| YTD | +54.1% | -2.5% | +56.5% | +52.4% |
| 1Y | +177.1% | +7.2% | +169.8% | +155.3% |
| 3Y | +371.6% | +39.4% | +332.2% | +267.2% |
| 5Y | +21.9% | +15.8% | +6.1% | +4.5% |
| All | +388.8% | +141.0% | +247.7% | +172.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling