+15,613.1%
PSA vs DOV
+6,514.7%
+9,098.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.3% |
| 7D | -1.4% | +3.0% | -4.4% | -2.5% |
| 30D | +15.2% | +8.6% | +6.6% | +11.6% |
| 3M | +2.2% | +1.9% | +0.4% | +1.3% |
| 6M | +11.7% | -1.7% | +13.3% | +11.6% |
| YTD | +32.0% | +8.3% | +23.7% | +27.2% |
| 1Y | +26.3% | +16.6% | +9.7% | +18.5% |
| 3Y | +52.4% | +65.1% | -12.8% | +23.9% |
| 5Y | +26.3% | +29.2% | -2.9% | +10.9% |
| 10Y | +132.3% | +329.7% | -197.3% | +26.0% |
| All | +15,613.1% | +6,514.7% | +9,098.4% | +4,932.2% |
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 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