+23,825.0%
PH vs DOV
+6,579.3%
+17,245.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | +2.1% | -0.7% | +2.9% | +2.6% |
| 30D | +0.3% | +12.3% | -12.0% | -7.4% |
| 3M | -8.8% | +1.2% | -10.0% | -9.6% |
| 6M | +10.0% | -3.1% | +13.1% | +11.7% |
| YTD | +10.5% | +9.4% | +1.1% | +2.9% |
| 1Y | +15.5% | +17.6% | -2.1% | +2.4% |
| 3Y | +136.4% | +66.5% | +69.8% | +66.7% |
| 5Y | +213.6% | +29.0% | +184.6% | +163.3% |
| 10Y | +713.9% | +329.8% | +384.1% | +233.7% |
| All | +23,825.0% | +6,579.3% | +17,245.7% | +2,867.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling