+61.2%
GH vs DOV
+15.9%
+45.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.1% |
| 7D | +0.6% | +3.0% | -2.4% | -0.2% |
| 30D | -6.9% | +8.6% | -15.5% | -8.1% |
| 3M | -4.9% | +1.9% | -6.8% | -5.3% |
| 6M | +54.1% | -1.7% | +55.7% | +52.2% |
| YTD | +48.5% | +8.3% | +40.2% | +46.3% |
| 1Y | +61.2% | +16.6% | +44.6% | +60.7% |
| All | +61.2% | +15.9% | +45.3% | +60.7% |
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