+70.8%
PAAS vs DOV
+25.3%
+45.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.1% |
| 7D | +8.4% | -1.9% | +10.3% | +9.3% |
| 30D | -7.2% | +8.3% | -15.4% | -10.7% |
| 3M | -14.0% | -3.1% | -11.0% | -12.8% |
| 6M | -26.8% | -9.8% | -16.9% | -23.3% |
| YTD | -19.8% | +5.2% | -25.0% | -21.9% |
| 1Y | +22.8% | +15.3% | +7.5% | +14.7% |
| 3Y | +183.6% | +58.8% | +124.9% | +121.1% |
| All | +70.8% | +25.3% | +45.5% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling