+106.1%
PRU vs DOV
+361.0%
-254.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.5% | -2.1% | -1.0% |
| 7D | +3.2% | -1.4% | +4.5% | +4.1% |
| 30D | +7.9% | +12.8% | -4.9% | -1.9% |
| 3M | +1.8% | +1.1% | +0.7% | +0.3% |
| 6M | +24.1% | -2.6% | +26.8% | +24.4% |
| YTD | +12.4% | +9.9% | +2.5% | +0.8% |
| 1Y | +20.9% | +19.3% | +1.6% | +1.4% |
| 3Y | +55.5% | +68.4% | -12.9% | -6.2% |
| 5Y | +42.7% | +29.1% | +13.5% | +6.0% |
| 10Y | +106.1% | +340.2% | -234.0% | -33.9% |
| All | +106.1% | +361.0% | -254.8% | -33.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling