+48.2%
GSK vs DOV
+13.3%
+34.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.6% |
| 7D | -5.4% | -1.9% | -3.5% | -5.0% |
| 30D | -4.6% | -9.9% | +5.3% | -2.6% |
| 3M | -5.1% | -12.1% | +7.0% | -2.8% |
| 6M | -11.4% | -10.4% | -1.0% | -9.7% |
| YTD | +0.7% | -3.3% | +4.0% | +1.1% |
| 1Y | +23.0% | +7.8% | +15.3% | +20.8% |
| 3Y | +48.0% | +36.3% | +11.6% | +35.6% |
| 5Y | +48.2% | +14.8% | +33.4% | +35.4% |
| All | +48.2% | +13.3% | +34.9% | +35.4% |
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