+160.0%
GS vs DOV
+29.3%
+130.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | +3.7% | +11.3% | -7.6% | -3.4% |
| 3M | -10.0% | +2.2% | -12.1% | -11.3% |
| 6M | -1.0% | -2.9% | +1.9% | +0.2% |
| YTD | +7.0% | +9.6% | -2.6% | -0.9% |
| 1Y | +16.6% | +16.7% | 0.0% | +3.3% |
| 3Y | +204.4% | +66.9% | +137.5% | +111.4% |
| 5Y | +160.0% | +32.0% | +128.0% | +95.6% |
| All | +160.0% | +29.3% | +130.7% | +95.6% |
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 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