+329.1%
DOV vs PFG
+184.0%
+145.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +3.0% | +2.4% | +0.6% | +1.7% |
| 30D | +8.6% | +5.9% | +2.7% | +5.3% |
| 3M | +1.9% | -0.4% | +2.3% | +1.7% |
| 6M | -1.7% | +14.8% | -16.5% | -9.4% |
| YTD | +8.3% | +31.9% | -23.6% | -7.7% |
| 1Y | +16.6% | +38.8% | -22.3% | -3.3% |
| 3Y | +65.1% | +82.4% | -17.3% | +17.2% |
| 5Y | +29.2% | +94.7% | -65.5% | -12.8% |
| All | +329.1% | +184.0% | +145.2% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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