+340.2%
DOV vs PTC
+326.2%
+14.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.1% | +4.4% |
| 7D | -1.4% | +0.8% | -2.2% | -1.6% |
| 30D | +12.8% | +0.7% | +12.1% | +12.6% |
| 3M | +1.1% | +32.6% | -31.5% | -9.0% |
| 6M | -2.6% | +33.6% | -36.2% | -13.5% |
| YTD | +9.9% | +12.4% | -2.5% | +3.0% |
| 1Y | +19.3% | +11.2% | +8.1% | +12.2% |
| 3Y | +68.4% | +31.7% | +36.7% | +46.3% |
| 5Y | +29.1% | +60.1% | -30.9% | +2.8% |
| 10Y | +340.2% | +317.2% | +23.0% | +143.7% |
| All | +340.2% | +326.2% | +14.0% | +143.7% |
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