+565.8%
PLTR vs DOV
+19.9%
+545.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -3.1% |
| 7D | -5.3% | +2.5% | -7.9% | -7.2% |
| 30D | -1.0% | -7.5% | +6.5% | +5.3% |
| 3M | +24.8% | -9.7% | +34.5% | +33.2% |
| 6M | +8.4% | -6.1% | +14.4% | +9.3% |
| YTD | -4.2% | +0.5% | -4.7% | -10.8% |
| 1Y | +9.1% | +10.5% | -1.4% | -8.4% |
| 3Y | +1,025.6% | +41.7% | +983.9% | +635.8% |
| 5Y | +565.8% | +18.4% | +547.3% | +380.9% |
| All | +565.8% | +19.9% | +545.8% | +380.9% |
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