+219.4%
GLDM vs DOV
+213.8%
+5.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.8% |
| 7D | +4.7% | -1.9% | +6.5% | +4.7% |
| 30D | -0.9% | +8.3% | -9.1% | -1.2% |
| 3M | -4.3% | -3.1% | -1.2% | -4.2% |
| 6M | -13.4% | -9.8% | -3.6% | -13.1% |
| YTD | -5.8% | +5.2% | -11.0% | -5.9% |
| 1Y | +2.1% | +15.3% | -13.3% | +1.7% |
| 3Y | +105.0% | +58.8% | +46.3% | +102.1% |
| 5Y | +122.5% | +26.6% | +95.9% | +119.2% |
| All | +219.4% | +213.8% | +5.6% | +207.1% |
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