+96.9%
GLD vs DOV
+65.5%
+31.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | -4.6% | +3.0% | -7.6% | -4.9% |
| 30D | -5.5% | +8.6% | -14.1% | -6.4% |
| 3M | -10.9% | +1.9% | -12.8% | -11.2% |
| 6M | -17.4% | -1.7% | -15.8% | -17.4% |
| YTD | -10.3% | +8.3% | -18.6% | -10.7% |
| 1Y | -7.2% | +16.6% | -23.7% | -7.8% |
| 3Y | +96.9% | +65.1% | +31.8% | +80.1% |
| All | +96.9% | +65.5% | +31.4% | +80.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling