-4.9%
GTLB vs DOV
+7.7%
-12.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +1.8% |
| 7D | -4.1% | -1.9% | -2.1% | -4.4% |
| 30D | +12.3% | -9.9% | +22.2% | +10.7% |
| 3M | +65.9% | -12.1% | +78.0% | +62.3% |
| 6M | +104.0% | -10.4% | +114.4% | +97.3% |
| YTD | +26.0% | -3.3% | +29.4% | +16.9% |
| All | -4.9% | +7.7% | -12.6% | -18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling