+1,091.2%
PSX vs DOV
+578.3%
+513.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.6% |
| 7D | -7.8% | -0.7% | -7.1% | -7.4% |
| 30D | -9.9% | +12.3% | -22.1% | -16.1% |
| 3M | +16.9% | +1.2% | +15.8% | +15.6% |
| 6M | +48.0% | -3.1% | +51.0% | +48.3% |
| YTD | +98.3% | +9.4% | +89.0% | +81.8% |
| 1Y | +86.2% | +17.6% | +68.6% | +62.9% |
| 3Y | +144.0% | +66.5% | +77.4% | +68.6% |
| 5Y | +287.7% | +29.0% | +258.7% | +205.8% |
| 10Y | +338.3% | +329.8% | +8.5% | +64.0% |
| All | +1,091.2% | +578.3% | +513.0% | +232.0% |
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