+486.7%
GS vs DOV
+342.9%
+143.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.8% |
| 7D | -3.2% | -1.9% | -1.3% | -1.9% |
| 30D | -2.4% | +8.3% | -10.7% | -7.8% |
| 3M | -15.7% | -3.1% | -12.7% | -14.0% |
| 6M | -6.8% | -9.8% | +3.0% | -0.6% |
| YTD | -0.1% | +5.2% | -5.2% | -5.1% |
| 1Y | +12.1% | +15.3% | -3.2% | -0.5% |
| 3Y | +185.8% | +58.8% | +127.0% | +99.4% |
| 5Y | +140.1% | +26.6% | +113.5% | +93.1% |
| All | +486.7% | +342.9% | +143.8% | +98.8% |
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 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