+204.3%
GLDM vs DOV
+222.5%
-18.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.4% | -2.7% |
| 7D | -5.5% | +3.4% | -8.9% | -5.7% |
| 30D | -7.0% | +8.8% | -15.8% | -7.4% |
| 3M | -12.3% | +0.9% | -13.2% | -12.4% |
| 6M | -17.9% | -2.8% | -15.1% | -17.9% |
| YTD | -10.3% | +8.1% | -18.4% | -10.5% |
| 1Y | -7.8% | +15.2% | -23.0% | -8.2% |
| 3Y | +99.5% | +64.5% | +34.9% | +96.3% |
| 5Y | +106.5% | +28.9% | +77.6% | +103.2% |
| All | +204.3% | +222.5% | -18.2% | +192.1% |
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 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