+3,979.8%
PNC vs DOV
+6,035.5%
-2,055.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.6% |
| 7D | +2.3% | +2.5% | -0.3% | +0.8% |
| 30D | -3.8% | -7.5% | +3.7% | +0.5% |
| 3M | +7.8% | -9.7% | +17.5% | +13.4% |
| 6M | +19.7% | -6.1% | +25.8% | +22.8% |
| YTD | +19.1% | +0.5% | +18.6% | +17.2% |
| 1Y | +23.1% | +10.5% | +12.6% | +14.1% |
| 3Y | +132.1% | +41.7% | +90.4% | +85.5% |
| 5Y | +52.2% | +18.4% | +33.8% | +33.5% |
| 10Y | +271.4% | +289.8% | -18.4% | +69.4% |
| All | +3,979.8% | +6,035.5% | -2,055.7% | +386.3% |
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