+23,761.0%
PH vs DOV
+5,976.9%
+17,784.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.8% |
| 7D | -3.1% | -2.7% | -0.4% | -1.3% |
| 30D | -3.2% | -8.1% | +4.8% | +2.5% |
| 3M | +10.6% | -9.4% | +20.0% | +17.7% |
| 6M | -2.1% | -12.6% | +10.5% | +6.6% |
| YTD | +10.2% | -0.5% | +10.7% | +9.6% |
| 1Y | +28.2% | +9.2% | +19.0% | +19.2% |
| 3Y | +134.9% | +34.1% | +100.8% | +92.1% |
| 5Y | +253.6% | +17.3% | +236.4% | +217.1% |
| 10Y | +804.7% | +284.9% | +519.8% | +298.0% |
| All | +23,761.0% | +5,976.9% | +17,784.1% | +3,059.0% |
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