+213.3%
GLD vs DOV
+294.8%
-81.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -1.8% |
| 7D | +0.7% | +2.5% | -1.8% | +0.6% |
| 30D | +0.3% | -7.5% | +7.8% | +0.6% |
| 3M | +0.6% | -9.7% | +10.3% | +1.0% |
| 6M | -15.6% | -6.1% | -9.5% | -15.4% |
| YTD | +0.9% | +0.5% | +0.4% | +1.0% |
| 1Y | +19.4% | +10.5% | +8.9% | +19.2% |
| 3Y | +124.5% | +41.7% | +82.8% | +122.4% |
| 5Y | +138.9% | +18.4% | +120.5% | +136.4% |
| 10Y | +213.3% | +289.8% | -76.5% | +212.2% |
| All | +213.3% | +294.8% | -81.5% | +212.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling