+10.3%
GLXY vs DOV
+5.1%
+5.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.7% | -5.3% | -5.6% |
| 7D | +4.5% | +1.3% | +3.2% | +3.6% |
| 30D | +28.8% | -8.6% | +37.5% | +38.6% |
| 3M | -23.0% | -13.1% | -9.9% | -14.3% |
| 6M | +17.0% | -8.8% | +25.8% | +25.0% |
| YTD | +12.5% | -1.2% | +13.7% | +14.6% |
| 1Y | -5.4% | +10.7% | -16.1% | -10.2% |
| All | +10.3% | +5.1% | +5.2% | +12.6% |
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