+739.4%
GLD vs DOV
+1,009.1%
-269.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.8% |
| 7D | +4.7% | -1.9% | +6.6% | +4.8% |
| 30D | -0.9% | +8.3% | -9.2% | -1.2% |
| 3M | -4.4% | -3.1% | -1.3% | -4.3% |
| 6M | -13.6% | -9.8% | -3.7% | -13.2% |
| YTD | -6.0% | +5.2% | -11.2% | -6.2% |
| 1Y | +1.8% | +15.3% | -13.6% | +1.2% |
| 3Y | +103.2% | +58.8% | +44.4% | +99.3% |
| 5Y | +119.3% | +26.6% | +92.8% | +116.2% |
| 10Y | +199.5% | +351.6% | -152.2% | +179.6% |
| All | +739.4% | +1,009.1% | -269.7% | +633.3% |
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