-43.8%
GPN vs DOV
+14.8%
-58.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.9% |
| 7D | -4.6% | -2.0% | -2.6% | -3.4% |
| 30D | -0.3% | -8.9% | +8.6% | +5.6% |
| 3M | +35.4% | -13.3% | +48.7% | +46.8% |
| 6M | +21.7% | -9.7% | +31.3% | +27.2% |
| YTD | +14.9% | -2.5% | +17.3% | +13.2% |
| 1Y | +3.2% | +7.2% | -4.0% | -5.4% |
| 3Y | -27.1% | +39.4% | -66.6% | -45.3% |
| All | -43.8% | +14.8% | -58.7% | -54.8% |
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