+129.7%
GLDM vs DOV
+34.2%
+95.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | -0.5% | -2.7% | +2.1% | -0.3% |
| 30D | +4.4% | -8.1% | +12.5% | +5.3% |
| 3M | -1.1% | -9.4% | +8.3% | -0.1% |
| 6M | -13.7% | -12.6% | -1.1% | -12.7% |
| YTD | +2.8% | -0.5% | +3.2% | +3.4% |
| 1Y | +24.8% | +9.2% | +15.6% | +25.2% |
| All | +129.7% | +34.2% | +95.5% | +122.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling