+213.0%
GLDM vs DOV
+227.0%
-14.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -2.0% | -0.1% | -1.8% | -2.0% |
| 30D | -4.4% | +11.3% | -15.7% | -4.9% |
| 3M | -8.8% | +2.2% | -11.0% | -9.0% |
| 6M | -15.9% | -2.9% | -12.9% | -15.8% |
| YTD | -7.7% | +9.6% | -17.3% | -8.0% |
| 1Y | -3.6% | +16.7% | -20.2% | -4.1% |
| 3Y | +105.2% | +66.9% | +38.4% | +101.8% |
| 5Y | +112.8% | +32.0% | +80.8% | +109.2% |
| All | +213.0% | +227.0% | -14.0% | +200.3% |
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 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