+256.8%
PLD vs DOV
+361.0%
-104.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.5% | -1.7% | +0.4% |
| 7D | +0.7% | -1.4% | +2.1% | +1.4% |
| 30D | +0.8% | +12.8% | -12.0% | -5.8% |
| 3M | -6.1% | +1.1% | -7.3% | -7.0% |
| 6M | -8.0% | -2.6% | -5.4% | -7.6% |
| YTD | +4.7% | +9.9% | -5.2% | -2.4% |
| 1Y | +7.2% | +19.3% | -12.1% | -4.7% |
| 3Y | +39.2% | +68.4% | -29.2% | 0.0% |
| 5Y | +1.9% | +29.1% | -27.2% | -16.6% |
| 10Y | +256.8% | +340.2% | -83.4% | +87.8% |
| All | +256.8% | +361.0% | -104.2% | +87.8% |
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