+68.3%
PR vs DOV
+18.5%
+49.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.5% | -5.5% | -0.9% |
| 7D | -12.4% | -1.4% | -11.0% | -12.5% |
| 30D | -6.6% | +12.8% | -19.3% | -5.9% |
| 3M | +7.5% | +1.1% | +6.4% | +7.4% |
| 6M | +10.8% | -2.6% | +13.4% | +11.3% |
| YTD | +57.0% | +9.9% | +47.1% | +57.7% |
| All | +68.3% | +18.5% | +49.8% | +66.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling