+387.8%
GH vs DOV
+38.7%
+349.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +2.1% |
| 7D | -0.2% | +1.3% | -1.5% | -1.0% |
| 30D | -2.6% | -8.6% | +6.0% | +2.5% |
| 3M | +25.1% | -13.1% | +38.2% | +34.2% |
| 6M | +78.5% | -8.8% | +87.3% | +84.1% |
| YTD | +59.4% | -1.2% | +60.6% | +54.4% |
| 1Y | +173.9% | +10.7% | +163.2% | +140.8% |
| All | +387.8% | +38.7% | +349.1% | +229.1% |
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