+134.1%
PSX vs DOV
+42.3%
+91.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.2% |
| 7D | +2.8% | +2.5% | +0.3% | +1.7% |
| 30D | +27.8% | -7.5% | +35.3% | +32.0% |
| 3M | +42.0% | -9.7% | +51.7% | +47.3% |
| 6M | +58.1% | -6.1% | +64.2% | +58.7% |
| YTD | +105.0% | +0.5% | +104.5% | +96.9% |
| 1Y | +104.9% | +10.5% | +94.4% | +85.1% |
| 3Y | +134.1% | +41.7% | +92.4% | +92.1% |
| All | +134.1% | +42.3% | +91.8% | +92.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling