+222.5%
GWW vs DOV
+29.1%
+193.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +3.6% | +3.0% | +0.6% | +1.9% |
| 30D | +12.1% | +8.6% | +3.5% | +7.1% |
| 3M | +12.9% | +1.9% | +11.0% | +11.5% |
| 6M | +19.3% | -1.7% | +21.0% | +19.2% |
| YTD | +48.7% | +8.3% | +40.4% | +40.1% |
| 1Y | +60.5% | +16.6% | +44.0% | +45.2% |
| 3Y | +93.3% | +65.1% | +28.1% | +39.4% |
| All | +222.5% | +29.1% | +193.5% | +159.6% |
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 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