+341.8%
PBF vs DOV
+300.2%
+41.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.8% |
| 7D | +5.3% | -2.0% | +7.3% | +7.1% |
| 30D | +11.7% | -8.9% | +20.6% | +20.7% |
| 3M | +91.1% | -13.3% | +104.3% | +112.9% |
| 6M | +88.4% | -9.7% | +98.1% | +96.2% |
| YTD | +194.1% | -2.5% | +196.5% | +183.3% |
| 1Y | +180.4% | +7.2% | +173.2% | +146.7% |
| 3Y | +59.3% | +39.4% | +19.9% | +6.4% |
| 5Y | +816.3% | +15.8% | +800.4% | +601.7% |
| All | +341.8% | +300.2% | +41.6% | +33.0% |
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