-8.4%
PODD vs DOV
+67.5%
-75.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | -9.1% | -0.1% | -9.0% | -9.0% |
| 30D | +7.3% | +11.3% | -4.0% | +3.9% |
| 3M | +3.7% | +2.2% | +1.5% | +2.9% |
| 6M | -2.7% | -2.9% | +0.2% | -2.3% |
| YTD | -47.2% | +9.6% | -56.8% | -49.8% |
| 1Y | -54.0% | +16.7% | -70.7% | -57.4% |
| All | -8.4% | +67.5% | -75.9% | -36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling