+18.4%
DOV vs PFG
+110.7%
-92.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.7% |
| 7D | +2.5% | +6.0% | -3.5% | -0.9% |
| 30D | -7.5% | +2.2% | -9.7% | -8.8% |
| 3M | -9.7% | +10.4% | -20.0% | -15.0% |
| 6M | -6.1% | +27.8% | -33.9% | -18.8% |
| YTD | +0.5% | +33.6% | -33.2% | -15.6% |
| 1Y | +10.5% | +49.3% | -38.8% | -13.3% |
| 3Y | +41.7% | +69.7% | -28.0% | +2.3% |
| 5Y | +18.4% | +111.3% | -92.9% | -23.0% |
| All | +18.4% | +110.7% | -92.3% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling