+561.8%
GWW vs DOV
+300.2%
+261.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.1% |
| 7D | -3.4% | -2.0% | -1.4% | -2.2% |
| 30D | -1.9% | -8.9% | +7.0% | +3.6% |
| 3M | -2.4% | -13.3% | +10.9% | +5.4% |
| 6M | +15.7% | -9.7% | +25.4% | +21.3% |
| YTD | +27.6% | -2.5% | +30.0% | +27.6% |
| 1Y | +27.2% | +7.2% | +20.0% | +19.6% |
| 3Y | +89.7% | +39.4% | +50.3% | +48.4% |
| 5Y | +223.9% | +15.8% | +208.1% | +179.6% |
| All | +561.8% | +300.2% | +261.6% | +184.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling