+10.6%
PCAR vs DOV
+15.4%
-4.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -0.9% |
| 7D | +2.1% | +3.4% | -1.3% | +0.2% |
| 30D | -1.2% | +8.8% | -10.0% | -6.4% |
| 3M | -18.6% | +0.9% | -19.5% | -19.2% |
| 6M | -5.1% | -2.8% | -2.2% | -3.7% |
| YTD | -1.8% | +8.1% | -9.8% | -8.3% |
| 1Y | +10.6% | +15.2% | -4.6% | -3.4% |
| All | +10.6% | +15.4% | -4.8% | -3.4% |
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