+26.8%
PL vs DOV
+46.7%
-19.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.6% | +9.7% | +9.8% |
| 7D | -6.8% | -1.9% | -5.0% | -5.2% |
| 30D | -29.3% | +8.3% | -37.6% | -34.0% |
| 3M | -44.8% | -3.1% | -41.7% | -43.3% |
| 6M | -68.4% | -9.8% | -58.6% | -65.8% |
| YTD | -36.4% | +5.2% | -41.5% | -41.6% |
| 1Y | +0.7% | +15.3% | -14.6% | -14.9% |
| 3Y | +455.3% | +58.8% | +396.5% | +275.7% |
| 5Y | +22.7% | +26.6% | -3.9% | -5.0% |
| All | +26.8% | +46.7% | -19.9% | -2.9% |
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