-2.1%
GLDM vs DOV
+18.0%
-20.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.5% |
| 7D | +2.9% | -0.7% | +3.6% | +3.0% |
| 30D | -3.9% | +12.3% | -16.2% | -6.9% |
| 3M | -8.1% | +1.2% | -9.3% | -8.6% |
| 6M | -14.7% | -3.1% | -11.6% | -14.4% |
| YTD | -6.6% | +9.4% | -16.0% | -8.3% |
| 1Y | -2.1% | +17.6% | -19.7% | -3.2% |
| All | -2.1% | +18.0% | -20.0% | -3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling