+20.1%
PRU vs DOV
+18.5%
+1.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.5% | -2.1% | +1.3% |
| 7D | +3.2% | -1.4% | +4.5% | +3.4% |
| 30D | +7.9% | +12.8% | -4.9% | +4.9% |
| 3M | +1.8% | +1.1% | +0.7% | +1.5% |
| 6M | +24.1% | -2.6% | +26.8% | +24.2% |
| YTD | +12.4% | +9.9% | +2.5% | +6.1% |
| All | +20.1% | +18.5% | +1.6% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling