+800.4%
PRU vs DOV
+1,106.7%
-306.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.7% |
| 7D | +1.9% | -2.7% | +4.5% | +4.1% |
| 30D | +2.7% | -8.1% | +10.8% | +9.9% |
| 3M | +19.5% | -9.4% | +28.9% | +27.7% |
| 6M | +26.6% | -12.6% | +39.3% | +38.2% |
| YTD | +12.3% | -0.5% | +12.8% | +9.4% |
| 1Y | +18.0% | +9.2% | +8.8% | +5.3% |
| 3Y | +47.0% | +34.1% | +12.9% | +7.5% |
| 5Y | +48.4% | +17.3% | +31.2% | +18.6% |
| 10Y | +142.4% | +284.9% | -142.5% | -29.1% |
| All | +800.4% | +1,106.7% | -306.3% | -9.8% |
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