-6.8%
PGR vs DOV
+8.6%
-15.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.7% |
| 7D | -0.6% | -2.0% | +1.4% | -0.7% |
| 30D | +4.9% | -8.9% | +13.8% | +4.4% |
| 3M | +7.6% | -13.3% | +20.9% | +6.7% |
| 6M | +8.3% | -9.7% | +17.9% | +7.3% |
| YTD | +1.7% | -2.5% | +4.2% | +0.9% |
| 1Y | -6.8% | +7.2% | -14.1% | -6.4% |
| All | -6.8% | +8.6% | -15.5% | -6.4% |
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