+196.2%
PAAS vs DOV
+325.7%
-129.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -8.9% | +3.0% | -11.9% | -9.9% |
| 30D | -11.4% | +8.6% | -20.0% | -14.1% |
| 3M | -20.4% | +1.9% | -22.3% | -21.0% |
| 6M | -40.7% | -1.7% | -39.0% | -40.4% |
| YTD | -26.9% | +8.3% | -35.3% | -29.1% |
| 1Y | -3.1% | +16.6% | -19.6% | -8.4% |
| 3Y | +199.3% | +65.1% | +134.1% | +147.5% |
| 5Y | +48.3% | +29.2% | +19.1% | +30.2% |
| All | +196.2% | +325.7% | -129.5% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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