+293.0%
PCAR vs DOV
+361.0%
-68.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.5% | -0.8% | +0.9% |
| 7D | +2.9% | -1.4% | +4.3% | +3.7% |
| 30D | -2.1% | +12.8% | -14.9% | -9.4% |
| 3M | -20.4% | +1.1% | -21.5% | -21.2% |
| 6M | -7.0% | -2.6% | -4.4% | -6.1% |
| YTD | -2.6% | +9.9% | -12.5% | -9.1% |
| 1Y | +9.8% | +19.3% | -9.5% | -2.6% |
| 3Y | +37.3% | +68.4% | -31.1% | -3.5% |
| 5Y | +116.4% | +29.1% | +87.3% | +76.4% |
| 10Y | +293.0% | +340.2% | -47.2% | +42.9% |
| All | +293.0% | +361.0% | -68.0% | +42.9% |
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