+782.8%
PH vs DOV
+296.6%
+486.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | +0.3% |
| 7D | -3.1% | -1.9% | -1.2% | -1.4% |
| 30D | -11.8% | -9.9% | -1.9% | -3.0% |
| 3M | +6.9% | -12.1% | +19.0% | +19.2% |
| 6M | -1.3% | -10.4% | +9.2% | +7.7% |
| YTD | +7.0% | -3.3% | +10.3% | +8.1% |
| 1Y | +23.1% | +7.8% | +15.3% | +11.5% |
| 3Y | +135.4% | +36.3% | +99.0% | +70.5% |
| 5Y | +250.3% | +14.8% | +235.5% | +195.4% |
| All | +782.8% | +296.6% | +486.2% | +194.9% |
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