-63.4%
PINS vs DOV
+17.7%
-81.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.7% |
| 7D | -12.0% | -2.7% | -9.4% | -10.6% |
| 30D | -12.7% | -8.1% | -4.6% | -8.2% |
| 3M | -5.5% | -9.4% | +3.9% | -0.9% |
| 6M | +5.3% | -12.6% | +17.9% | +11.7% |
| YTD | -21.2% | -0.5% | -20.7% | -24.5% |
| 1Y | -45.0% | +9.2% | -54.3% | -51.2% |
| 3Y | -26.2% | +34.1% | -60.3% | -45.7% |
| All | -63.4% | +17.7% | -81.1% | -73.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling