+84.5%
PR vs DOV
+325.7%
-241.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +6.0% | +3.0% | +3.0% | +3.7% |
| 30D | -4.2% | +8.6% | -12.8% | -9.7% |
| 3M | +10.0% | +1.9% | +8.1% | +7.9% |
| 6M | +15.6% | -1.7% | +17.3% | +14.4% |
| YTD | +68.2% | +8.3% | +59.9% | +52.6% |
| 1Y | +79.2% | +16.6% | +62.6% | +53.8% |
| 3Y | +94.9% | +65.1% | +29.8% | +27.9% |
| 5Y | +272.8% | +29.2% | +243.6% | +189.5% |
| All | +84.5% | +325.7% | -241.2% | -20.9% |
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