+102.5%
PSX vs DOV
+8.0%
+94.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.8% |
| 7D | +1.5% | -1.9% | +3.4% | +1.6% |
| 30D | +15.8% | -9.9% | +25.7% | +16.5% |
| 3M | +43.0% | -12.1% | +55.1% | +43.8% |
| 6M | +61.1% | -10.4% | +71.5% | +60.4% |
| YTD | +104.5% | -3.3% | +107.8% | +97.3% |
| 1Y | +102.5% | +7.8% | +94.8% | +89.3% |
| All | +102.5% | +8.0% | +94.5% | +89.3% |
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