+84.9%
PR vs DOV
+66.8%
+18.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | -9.5% | -0.7% | -8.8% | -9.2% |
| 30D | -5.7% | +12.3% | -18.0% | -10.8% |
| 3M | +3.0% | +1.2% | +1.8% | +2.1% |
| 6M | +11.8% | -3.1% | +14.9% | +12.3% |
| YTD | +58.5% | +9.4% | +49.1% | +45.0% |
| 1Y | +69.9% | +17.6% | +52.3% | +47.2% |
| 3Y | +84.9% | +66.5% | +18.4% | +37.4% |
| All | +84.9% | +66.8% | +18.1% | +37.4% |
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