-54.6%
GTLB vs DOV
+31.0%
-85.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.0% | -6.3% | -6.2% |
| 7D | +4.6% | +2.5% | +2.0% | +2.4% |
| 30D | +21.0% | -7.5% | +28.5% | +28.3% |
| 3M | +51.7% | -9.7% | +61.4% | +61.4% |
| 6M | +89.3% | -6.1% | +95.4% | +88.4% |
| YTD | +25.6% | +0.5% | +25.1% | +15.4% |
| 1Y | -1.5% | +10.5% | -12.1% | -19.0% |
| 3Y | -9.9% | +41.7% | -51.6% | -47.3% |
| All | -54.6% | +31.0% | -85.6% | -71.6% |
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 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