-54.4%
PODD vs DOV
+16.3%
-70.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.3% |
| 7D | -6.9% | +1.3% | -8.2% | -7.5% |
| 30D | -3.5% | -8.6% | +5.2% | +0.5% |
| 3M | -13.6% | -13.1% | -0.4% | -8.6% |
| 6M | -42.6% | -8.8% | -33.8% | -41.1% |
| YTD | -51.5% | -1.2% | -50.2% | -52.4% |
| 1Y | -60.9% | +10.7% | -71.6% | -64.2% |
| 3Y | -19.8% | +39.3% | -59.1% | -38.7% |
| 5Y | -54.4% | +16.4% | -70.8% | -62.6% |
| All | -54.4% | +16.3% | -70.7% | -62.6% |
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