-76.4%
PCG vs DOV
+333.4%
-409.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -2.2% | -0.1% | -2.1% | -2.3% |
| 30D | -0.5% | +11.3% | -11.7% | -5.9% |
| 3M | -24.0% | +2.2% | -26.1% | -24.9% |
| 6M | -18.6% | -2.9% | -15.7% | -18.0% |
| YTD | -17.7% | +9.6% | -27.3% | -22.6% |
| 1Y | -20.0% | +16.7% | -36.7% | -27.5% |
| 3Y | -20.2% | +66.9% | -87.1% | -43.2% |
| 5Y | +8.4% | +32.0% | -23.6% | -13.6% |
| 10Y | -76.4% | +334.8% | -411.1% | -87.5% |
| All | -76.4% | +333.4% | -409.8% | -87.5% |
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