+791.5%
PODD vs DOV
+770.9%
+20.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -4.1% |
| 7D | -4.1% | +2.5% | -6.6% | -5.5% |
| 30D | +0.8% | -7.5% | +8.3% | +5.1% |
| 3M | -6.1% | -9.7% | +3.6% | -1.7% |
| 6M | -40.0% | -6.1% | -33.9% | -38.9% |
| YTD | -49.9% | +0.5% | -50.4% | -51.2% |
| 1Y | -59.3% | +10.5% | -69.8% | -62.7% |
| 3Y | -17.2% | +41.7% | -58.9% | -36.1% |
| 5Y | -53.0% | +18.4% | -71.4% | -60.2% |
| 10Y | +226.1% | +289.8% | -63.7% | +17.8% |
| All | +791.5% | +770.9% | +20.6% | +17.5% |
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