+572.2%
PBR vs DOV
+13.3%
+558.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.3% | +2.7% |
| 7D | +4.2% | -1.9% | +6.2% | +4.7% |
| 30D | +22.7% | -9.9% | +32.6% | +25.9% |
| 3M | +21.5% | -12.1% | +33.6% | +25.1% |
| 6M | +24.0% | -10.4% | +34.4% | +26.3% |
| YTD | +88.2% | -3.3% | +91.6% | +86.5% |
| 1Y | +74.8% | +7.8% | +67.0% | +66.5% |
| 3Y | +105.1% | +36.3% | +68.8% | +77.2% |
| 5Y | +572.2% | +14.8% | +557.4% | +519.7% |
| All | +572.2% | +13.3% | +558.9% | +519.7% |
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