+147.8%
PR vs DOV
+351.3%
-203.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.7% | -0.1% | -1.9% |
| 7D | -16.5% | -3.7% | -12.8% | -14.7% |
| 30D | -4.5% | +5.6% | -10.1% | -7.9% |
| 3M | +8.5% | -3.5% | +12.0% | +10.4% |
| 6M | -3.3% | -8.9% | +5.6% | +0.7% |
| YTD | +55.7% | +4.5% | +51.2% | +45.6% |
| 1Y | +82.0% | +13.9% | +68.1% | +60.1% |
| 3Y | +62.5% | +55.9% | +6.6% | +14.2% |
| 5Y | +223.9% | +25.8% | +198.2% | +160.6% |
| 10Y | +64.2% | +348.8% | -284.6% | -10.8% |
| All | +147.8% | +351.3% | -203.5% | +35.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling