+438.8%
GS vs DOV
+325.7%
+113.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +5.9% | +3.0% | +2.9% | +3.7% |
| 30D | +4.3% | +8.6% | -4.3% | -1.6% |
| 3M | -11.7% | +1.9% | -13.5% | -12.9% |
| 6M | -3.2% | -1.7% | -1.5% | -2.9% |
| YTD | +5.8% | +8.3% | -2.5% | -1.6% |
| 1Y | +16.0% | +16.6% | -0.5% | +2.3% |
| 3Y | +199.8% | +65.1% | +134.6% | +103.8% |
| 5Y | +155.5% | +29.2% | +126.4% | +103.0% |
| All | +438.8% | +325.7% | +113.2% | +96.0% |
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