+2,064.0%
GS vs DOV
+1,127.6%
+936.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.6% |
| 7D | +0.9% | -2.7% | +3.6% | +2.8% |
| 30D | -1.6% | -8.1% | +6.5% | +4.0% |
| 3M | -4.5% | -9.4% | +4.9% | +1.3% |
| 6M | +20.9% | -12.6% | +33.5% | +31.0% |
| YTD | +19.9% | -0.5% | +20.4% | +18.9% |
| 1Y | +41.4% | +9.2% | +32.2% | +30.8% |
| 3Y | +239.2% | +34.1% | +205.0% | +173.6% |
| 5Y | +185.0% | +17.3% | +167.8% | +147.1% |
| 10Y | +655.0% | +284.9% | +370.0% | +194.1% |
| All | +2,064.0% | +1,127.6% | +936.4% | +270.5% |
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