+1,463.7%
GIS vs DOV
+6,035.5%
-4,571.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -1.7% |
| 7D | -8.3% | +2.5% | -10.8% | -8.7% |
| 30D | +2.2% | -7.5% | +9.7% | +3.5% |
| 3M | +15.7% | -9.7% | +25.4% | +17.4% |
| 6M | -12.0% | -6.1% | -5.9% | -11.4% |
| YTD | -15.0% | +0.5% | -15.5% | -15.5% |
| 1Y | -20.1% | +10.5% | -30.6% | -22.0% |
| 3Y | -34.6% | +41.7% | -76.3% | -39.5% |
| 5Y | -22.8% | +18.4% | -41.3% | -27.1% |
| 10Y | -18.5% | +289.8% | -308.3% | -39.3% |
| All | +1,463.7% | +6,035.5% | -4,571.8% | +426.8% |
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