+5.1%
GNRC vs DOV
+11.5%
-6.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.4% | +1.5% |
| 7D | +1.9% | -2.7% | +4.6% | +4.5% |
| 30D | -13.8% | -8.1% | -5.7% | -6.6% |
| 3M | -32.6% | -9.4% | -23.2% | -25.5% |
| 6M | -15.2% | -12.6% | -2.6% | -3.5% |
| YTD | +37.4% | -0.5% | +37.9% | +39.4% |
| 1Y | +5.1% | +9.2% | -4.1% | +2.6% |
| All | +5.1% | +11.5% | -6.4% | +2.6% |
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 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