+435.3%
GNRC vs DOV
+300.2%
+135.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.2% |
| 7D | -0.2% | -2.0% | +1.8% | +1.5% |
| 30D | -15.7% | -8.9% | -6.8% | -9.1% |
| 3M | -27.3% | -13.3% | -14.1% | -18.7% |
| 6M | -12.1% | -9.7% | -2.4% | -4.6% |
| YTD | +37.1% | -2.5% | +39.6% | +40.7% |
| 1Y | -0.5% | +7.2% | -7.7% | -5.2% |
| 3Y | +61.5% | +39.4% | +22.1% | +24.7% |
| 5Y | -58.6% | +15.8% | -74.4% | -63.0% |
| All | +435.3% | +300.2% | +135.2% | +129.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling