+292.4%
PCAR vs DOV
+330.7%
-38.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | +0.3% | +11.3% | -11.0% | -6.4% |
| 3M | -17.9% | +2.2% | -20.1% | -19.3% |
| 6M | -3.4% | -2.9% | -0.5% | -2.3% |
| YTD | -0.1% | +9.6% | -9.7% | -6.6% |
| 1Y | +13.4% | +16.7% | -3.2% | +2.1% |
| 3Y | +37.2% | +66.9% | -29.7% | -2.9% |
| 5Y | +117.3% | +32.0% | +85.4% | +74.8% |
| All | +292.4% | +330.7% | -38.2% | +47.0% |
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