+180.7%
PBF vs DOV
+8.0%
+172.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.9% | +1.0% |
| 7D | +2.3% | -1.9% | +4.3% | +2.5% |
| 30D | +11.6% | -9.9% | +21.4% | +12.8% |
| 3M | +81.7% | -12.1% | +93.9% | +83.1% |
| 6M | +96.4% | -10.4% | +106.9% | +94.0% |
| YTD | +189.5% | -3.3% | +192.8% | +166.7% |
| 1Y | +180.7% | +7.8% | +173.0% | +129.1% |
| All | +180.7% | +8.0% | +172.7% | +129.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling