+302.5%
DOV vs PTC
+196.2%
+106.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | -0.7% |
| 7D | +1.3% | -13.6% | +14.9% | +6.0% |
| 30D | -8.6% | -14.7% | +6.0% | -4.2% |
| 3M | -13.1% | -5.9% | -7.2% | -12.6% |
| 6M | -8.8% | -21.1% | +12.3% | -3.1% |
| YTD | -1.2% | -26.0% | +24.8% | +7.0% |
| 1Y | +10.7% | -36.8% | +47.5% | +26.6% |
| 3Y | +39.3% | -10.3% | +49.5% | +38.1% |
| 5Y | +16.4% | +1.2% | +15.3% | +8.4% |
| 10Y | +302.5% | +198.3% | +104.2% | +139.1% |
| All | +302.5% | +196.2% | +106.3% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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