+52.3%
PNC vs DOV
+13.3%
+39.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +2.2% |
| 7D | -0.9% | -1.9% | +1.0% | +0.2% |
| 30D | -4.4% | -9.9% | +5.4% | +1.7% |
| 3M | +5.3% | -12.1% | +17.4% | +13.0% |
| 6M | +19.6% | -10.4% | +30.0% | +26.2% |
| YTD | +19.1% | -3.3% | +22.5% | +19.2% |
| 1Y | +24.3% | +7.8% | +16.5% | +15.0% |
| 3Y | +132.2% | +36.3% | +95.9% | +80.2% |
| 5Y | +52.3% | +14.8% | +37.5% | +28.4% |
| All | +52.3% | +13.3% | +39.0% | +28.4% |
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