+2,104.1%
GNRC vs DOV
+821.5%
+1,282.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -0.7% |
| 7D | +3.2% | +1.3% | +1.8% | +2.2% |
| 30D | -9.5% | -8.6% | -0.9% | -3.2% |
| 3M | -28.5% | -13.1% | -15.4% | -20.6% |
| 6M | -10.0% | -8.8% | -1.1% | -3.5% |
| YTD | +36.7% | -1.2% | +38.0% | +38.8% |
| 1Y | +2.6% | +10.7% | -8.1% | -4.1% |
| 3Y | +61.9% | +39.3% | +22.6% | +28.0% |
| 5Y | -59.0% | +16.4% | -75.5% | -62.6% |
| 10Y | +444.8% | +302.5% | +142.3% | +114.8% |
| All | +2,104.1% | +821.5% | +1,282.6% | +451.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling