-55.4%
GTLB vs DOV
+28.8%
-84.2%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -0.4% |
| 7D | -6.6% | +1.3% | -7.9% | -7.6% |
| 30D | +13.7% | -8.6% | +22.4% | +21.9% |
| 3M | +52.9% | -13.1% | +66.0% | +68.2% |
| 6M | +88.5% | -8.8% | +97.3% | +92.6% |
| YTD | +23.4% | -1.2% | +24.7% | +15.0% |
| 1Y | -3.8% | +10.7% | -14.5% | -21.3% |
| 3Y | -11.5% | +39.3% | -50.8% | -47.5% |
| All | -55.4% | +28.8% | -84.2% | -71.8% |
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