+65.2%
PR vs DOV
+342.9%
-277.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.5% |
| 7D | -16.4% | -1.9% | -14.5% | -15.5% |
| 30D | -1.9% | +8.3% | -10.2% | -7.1% |
| 3M | +8.0% | -3.1% | +11.0% | +9.6% |
| 6M | +4.1% | -9.8% | +13.9% | +9.5% |
| YTD | +58.7% | +5.2% | +53.5% | +47.2% |
| 1Y | +75.8% | +15.3% | +60.5% | +52.1% |
| 3Y | +73.2% | +58.8% | +14.4% | +17.2% |
| 5Y | +230.1% | +26.6% | +203.6% | +160.5% |
| All | +65.2% | +342.9% | -277.7% | -27.0% |
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