+368.5%
PSX vs DOV
+16.3%
+352.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.4% |
| 7D | +1.8% | +1.3% | +0.5% | +1.2% |
| 30D | +21.6% | -8.6% | +30.3% | +26.4% |
| 3M | +46.5% | -13.1% | +59.6% | +54.7% |
| 6M | +62.0% | -8.8% | +70.8% | +65.5% |
| YTD | +106.3% | -1.2% | +107.6% | +101.8% |
| 1Y | +103.0% | +10.7% | +92.3% | +86.5% |
| 3Y | +135.5% | +39.3% | +96.3% | +95.7% |
| 5Y | +368.5% | +16.4% | +352.1% | +314.9% |
| All | +368.5% | +16.3% | +352.2% | +314.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling