+382.5%
GLW vs DOV
+19.9%
+362.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.0% | +6.6% | +6.9% |
| 7D | +14.0% | +2.5% | +11.5% | +12.2% |
| 30D | +0.4% | -7.5% | +7.9% | +5.9% |
| 3M | -11.3% | -9.7% | -1.7% | -4.7% |
| 6M | +35.1% | -6.1% | +41.2% | +42.2% |
| YTD | +90.5% | +0.5% | +90.1% | +92.9% |
| 1Y | +132.0% | +10.5% | +121.5% | +121.3% |
| 3Y | +463.3% | +41.7% | +421.6% | +353.8% |
| 5Y | +382.5% | +18.4% | +364.1% | +307.5% |
| All | +382.5% | +19.9% | +362.6% | +307.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling