+2,090.1%
PPL vs DOV
+5,976.9%
-3,886.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | +2.7% | -2.7% | +5.3% | +3.4% |
| 30D | +0.5% | -8.1% | +8.5% | +2.7% |
| 3M | +0.7% | -9.4% | +10.1% | +3.0% |
| 6M | -7.6% | -12.6% | +5.0% | -4.8% |
| YTD | +1.8% | -0.5% | +2.3% | +1.2% |
| 1Y | -0.8% | +9.2% | -10.0% | -4.2% |
| 3Y | +56.9% | +34.1% | +22.7% | +41.0% |
| 5Y | +39.5% | +17.3% | +22.3% | +28.7% |
| 10Y | +55.4% | +284.9% | -229.5% | +4.7% |
| All | +2,090.1% | +5,976.9% | -3,886.8% | +757.8% |
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