+415.3%
PR vs DOV
+17.7%
+397.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.2% |
| 7D | +2.9% | -2.7% | +5.6% | +4.5% |
| 30D | +18.0% | -8.1% | +26.1% | +24.0% |
| 3M | +16.9% | -9.4% | +26.3% | +22.5% |
| 6M | +28.2% | -12.6% | +40.8% | +36.1% |
| YTD | +69.3% | -0.5% | +69.8% | +62.6% |
| 1Y | +69.5% | +9.2% | +60.3% | +50.6% |
| 3Y | +81.7% | +34.1% | +47.6% | +36.4% |
| All | +415.3% | +17.7% | +397.5% | +337.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling