+286.0%
PSX vs DOV
+29.1%
+257.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.7% |
| 7D | -7.8% | -0.7% | -7.1% | -7.5% |
| 30D | -9.9% | +12.3% | -22.1% | -14.4% |
| 3M | +16.9% | +1.2% | +15.8% | +16.0% |
| 6M | +48.0% | -3.1% | +51.0% | +48.5% |
| YTD | +98.3% | +9.4% | +89.0% | +85.2% |
| 1Y | +86.2% | +17.6% | +68.6% | +67.3% |
| 3Y | +144.0% | +66.5% | +77.4% | +86.8% |
| All | +286.0% | +29.1% | +257.0% | +200.5% |
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