+24.4%
GH vs DOV
+16.3%
+8.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +2.4% |
| 7D | -0.2% | +1.3% | -1.5% | -1.2% |
| 30D | -2.6% | -8.6% | +6.0% | +4.0% |
| 3M | +25.1% | -13.1% | +38.2% | +36.8% |
| 6M | +78.5% | -8.8% | +87.3% | +86.2% |
| YTD | +59.4% | -1.2% | +60.6% | +54.3% |
| 1Y | +173.9% | +10.7% | +163.2% | +137.1% |
| 3Y | +382.7% | +39.3% | +343.5% | +231.3% |
| 5Y | +24.4% | +16.4% | +8.0% | -17.5% |
| All | +24.4% | +16.3% | +8.1% | -17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling