+2.9%
PCG vs DOV
+10.7%
-7.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.7% | +3.4% |
| 7D | +5.4% | +2.5% | +2.9% | +4.8% |
| 30D | -15.1% | -7.5% | -7.6% | -13.9% |
| 3M | -9.8% | -9.7% | -0.1% | -8.3% |
| 6M | -18.0% | -6.1% | -11.9% | -17.3% |
| YTD | -7.2% | +0.5% | -7.7% | -5.6% |
| 1Y | +2.9% | +10.5% | -7.7% | +8.7% |
| All | +2.9% | +10.7% | -7.8% | +8.7% |
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 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