+15.5%
PLD vs DOV
+19.9%
-4.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.3% |
| 7D | -0.9% | +2.5% | -3.4% | -2.3% |
| 30D | -1.2% | -7.5% | +6.3% | +3.2% |
| 3M | -2.3% | -9.7% | +7.4% | +2.7% |
| 6M | +4.5% | -6.1% | +10.6% | +6.9% |
| YTD | +10.1% | +0.5% | +9.7% | +7.7% |
| 1Y | +25.9% | +10.5% | +15.4% | +15.3% |
| 3Y | +24.4% | +41.7% | -17.3% | -5.9% |
| 5Y | +15.5% | +18.4% | -3.0% | -10.6% |
| All | +15.5% | +19.9% | -4.5% | -10.6% |
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 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