+72.9%
PBR vs DOV
+21.2%
+51.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.4% | -6.5% | -7.0% |
| 7D | -11.0% | +2.2% | -13.2% | -10.6% |
| 30D | -18.8% | +11.2% | -29.9% | -17.6% |
| 3M | +7.8% | +1.6% | +6.3% | +8.6% |
| 6M | -7.6% | -3.2% | -4.4% | -6.6% |
| YTD | +72.7% | +9.7% | +62.9% | +71.7% |
| 1Y | +72.9% | +20.5% | +52.4% | +63.4% |
| All | +72.9% | +21.2% | +51.7% | +63.4% |
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