+1,747.8%
PLD vs DOV
+1,308.1%
+439.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.3% |
| 7D | -2.4% | -2.7% | +0.3% | -0.9% |
| 30D | -2.4% | -8.1% | +5.7% | +2.3% |
| 3M | -3.8% | -9.4% | +5.6% | +1.0% |
| 6M | 0.0% | -12.6% | +12.6% | +6.8% |
| YTD | +9.2% | -0.5% | +9.7% | +7.9% |
| 1Y | +25.9% | +9.2% | +16.7% | +17.1% |
| 3Y | +21.3% | +34.1% | -12.8% | -0.8% |
| 5Y | +14.1% | +17.3% | -3.1% | -0.4% |
| 10Y | +237.9% | +284.9% | -47.1% | +39.7% |
| All | +1,747.8% | +1,308.1% | +439.7% | +275.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling