+64.8%
PR vs DOV
+361.0%
-296.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.5% | -5.5% | -4.0% |
| 7D | -12.4% | -1.4% | -11.0% | -11.6% |
| 30D | -6.6% | +12.8% | -19.3% | -14.0% |
| 3M | +7.5% | +1.1% | +6.4% | +6.0% |
| 6M | +10.8% | -2.6% | +13.4% | +10.4% |
| YTD | +57.0% | +9.9% | +47.1% | +41.2% |
| 1Y | +67.9% | +19.3% | +48.6% | +41.9% |
| 3Y | +87.6% | +68.4% | +19.2% | +21.6% |
| 5Y | +220.4% | +29.1% | +191.2% | +149.1% |
| 10Y | +64.8% | +340.2% | -275.3% | -29.8% |
| All | +64.8% | +361.0% | -296.1% | -29.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling