+79.3%
PR vs DOV
+34.2%
+45.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.0% |
| 7D | +2.9% | -2.7% | +5.6% | +4.1% |
| 30D | +18.0% | -8.1% | +26.1% | +22.7% |
| 3M | +16.9% | -9.4% | +26.3% | +21.3% |
| 6M | +28.2% | -12.6% | +40.8% | +34.8% |
| YTD | +69.3% | -0.5% | +69.8% | +62.3% |
| 1Y | +69.5% | +9.2% | +60.3% | +51.2% |
| All | +79.3% | +34.2% | +45.1% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling