+25.9%
PLD vs DOV
+10.7%
+15.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.6% |
| 7D | -0.9% | +2.5% | -3.4% | -1.5% |
| 30D | -1.2% | -7.5% | +6.3% | +0.8% |
| 3M | -2.3% | -9.7% | +7.4% | -0.1% |
| 6M | +4.5% | -6.1% | +10.6% | +5.6% |
| YTD | +10.1% | +0.5% | +9.7% | +10.7% |
| 1Y | +25.9% | +10.5% | +15.4% | +27.8% |
| All | +25.9% | +10.7% | +15.2% | +27.8% |
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 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