+12.6%
DOV vs PTC
-37.6%
+50.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.5% | +6.5% | +1.0% |
| 7D | +2.5% | -12.8% | +15.3% | +2.6% |
| 30D | -7.5% | -9.8% | +2.3% | -7.5% |
| 3M | -9.7% | -2.1% | -7.6% | -9.5% |
| 6M | -6.1% | -18.1% | +12.0% | -2.6% |
| YTD | +0.5% | -23.5% | +24.0% | +7.0% |
| All | +12.6% | -37.6% | +50.2% | +28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling