+371.1%
GH vs DOV
+167.7%
+203.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.2% |
| 7D | +0.6% | +3.0% | -2.4% | -1.2% |
| 30D | -6.9% | +8.6% | -15.5% | -11.5% |
| 3M | -4.9% | +1.9% | -6.8% | -6.1% |
| 6M | +54.1% | -1.7% | +55.7% | +53.7% |
| YTD | +48.5% | +8.3% | +40.2% | +37.8% |
| 1Y | +61.2% | +16.6% | +44.6% | +42.1% |
| 3Y | +570.3% | +65.1% | +505.2% | +369.6% |
| 5Y | +46.1% | +29.2% | +17.0% | +17.4% |
| All | +371.1% | +167.7% | +203.5% | +146.1% |
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 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