+329.1%
DOV vs PTC
+312.5%
+16.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | +3.0% | +0.5% | +2.5% | +2.9% |
| 30D | +8.6% | +1.2% | +7.4% | +8.2% |
| 3M | +1.9% | +27.4% | -25.5% | -7.1% |
| 6M | -1.7% | +39.2% | -40.9% | -13.9% |
| YTD | +8.3% | +12.5% | -4.2% | +1.5% |
| 1Y | +16.6% | +12.3% | +4.3% | +9.2% |
| 3Y | +65.1% | +28.8% | +36.3% | +44.6% |
| 5Y | +29.2% | +60.9% | -31.7% | +2.7% |
| All | +329.1% | +312.5% | +16.7% | +136.2% |
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