+78.7%
PR vs DOV
+333.4%
-254.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.6% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -4.6% | +11.3% | -15.9% | -11.5% |
| 3M | +4.7% | +2.2% | +2.5% | +2.5% |
| 6M | +12.4% | -2.9% | +15.4% | +12.3% |
| YTD | +62.9% | +9.6% | +53.2% | +46.7% |
| 1Y | +70.6% | +16.7% | +53.9% | +46.4% |
| 3Y | +90.0% | +66.9% | +23.1% | +23.9% |
| 5Y | +255.5% | +32.0% | +223.5% | +172.1% |
| 10Y | +78.7% | +334.8% | -256.0% | -24.0% |
| All | +78.7% | +333.4% | -254.7% | -24.0% |
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