-18.3%
PCG vs DOV
+65.5%
-83.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +1.9% | +2.1% |
| 7D | +2.2% | +3.0% | -0.8% | +1.3% |
| 30D | +0.8% | +8.6% | -7.8% | -1.5% |
| 3M | -23.8% | +1.9% | -25.7% | -24.2% |
| 6M | -19.6% | -1.7% | -17.9% | -19.6% |
| YTD | -16.7% | +8.3% | -25.1% | -18.8% |
| 1Y | -19.4% | +16.6% | -35.9% | -23.0% |
| 3Y | -18.3% | +65.1% | -83.4% | -34.5% |
| All | -18.3% | +65.5% | -83.8% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling