+2,151.7%
PPL vs DOV
+6,322.5%
-4,170.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | +0.4% | -1.9% | +2.3% | +0.9% |
| 30D | +5.4% | +8.3% | -2.8% | +3.1% |
| 3M | +4.3% | -3.1% | +7.3% | +5.0% |
| 6M | -1.3% | -9.8% | +8.5% | +0.9% |
| YTD | +4.7% | +5.2% | -0.5% | +2.3% |
| 1Y | +1.3% | +15.3% | -14.1% | -3.5% |
| 3Y | +57.2% | +58.8% | -1.5% | +34.8% |
| 5Y | +48.2% | +26.6% | +21.7% | +33.8% |
| 10Y | +62.7% | +351.6% | -288.9% | +5.5% |
| All | +2,151.7% | +6,322.5% | -4,170.8% | +767.7% |
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