+399.9%
GH vs DOV
+148.3%
+251.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.9% |
| 7D | -2.1% | +2.5% | -4.6% | -3.6% |
| 30D | -4.5% | -7.5% | +3.1% | +0.2% |
| 3M | +28.9% | -9.7% | +38.6% | +35.6% |
| 6M | +76.5% | -6.1% | +82.6% | +80.1% |
| YTD | +57.6% | +0.5% | +57.1% | +53.1% |
| 1Y | +167.5% | +10.5% | +157.0% | +142.0% |
| 3Y | +377.4% | +41.7% | +335.7% | +268.2% |
| 5Y | +23.8% | +18.4% | +5.4% | +4.6% |
| All | +399.9% | +148.3% | +251.7% | +173.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling