+6.2%
PLD vs DOV
+17.6%
-11.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -1.8% | +11.3% | -13.1% | -5.0% |
| 3M | -6.0% | +2.2% | -8.2% | -6.8% |
| 6M | -8.4% | -2.9% | -5.4% | -8.0% |
| YTD | +4.2% | +9.6% | -5.4% | +1.0% |
| 1Y | +6.2% | +16.7% | -10.4% | +0.6% |
| All | +6.2% | +17.6% | -11.3% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling