+1,221.3%
DOV vs PFG
+1,015.3%
+206.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.5% | +1.5% |
| 7D | -2.7% | +5.5% | -8.2% | -4.7% |
| 30D | -8.1% | +2.4% | -10.4% | -9.0% |
| 3M | -9.4% | +13.6% | -23.0% | -14.0% |
| 6M | -12.6% | +27.9% | -40.5% | -20.8% |
| YTD | -0.5% | +35.6% | -36.0% | -11.9% |
| 1Y | +9.2% | +48.5% | -39.2% | -6.8% |
| 3Y | +34.1% | +66.9% | -32.7% | +9.3% |
| 5Y | +17.3% | +111.0% | -93.7% | -13.2% |
| 10Y | +284.9% | +244.5% | +40.4% | +128.8% |
| All | +1,221.3% | +1,015.3% | +206.0% | +331.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling