+31.0%
PL vs DOV
+29.1%
+2.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.9% |
| 7D | +10.0% | +3.0% | +7.0% | +7.5% |
| 30D | -2.3% | +8.6% | -10.9% | -9.0% |
| 3M | -44.2% | +1.9% | -46.1% | -45.0% |
| 6M | -66.1% | -1.7% | -64.4% | -66.0% |
| YTD | -30.0% | +8.3% | -38.3% | -37.8% |
| 1Y | +21.0% | +16.6% | +4.5% | +0.2% |
| 3Y | +516.5% | +65.1% | +451.4% | +284.5% |
| All | +31.0% | +29.1% | +2.0% | +2.0% |
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 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