+2,393.1%
PWR vs DOV
+296.6%
+2,096.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | +0.3% |
| 7D | -0.2% | -1.9% | +1.7% | +1.2% |
| 30D | -7.7% | -9.9% | +2.1% | -0.4% |
| 3M | -4.9% | -12.1% | +7.2% | +4.2% |
| 6M | +9.7% | -10.4% | +20.2% | +18.7% |
| YTD | +46.7% | -3.3% | +50.0% | +49.2% |
| 1Y | +58.7% | +7.8% | +50.9% | +48.2% |
| 3Y | +200.7% | +36.3% | +164.4% | +131.7% |
| 5Y | +438.6% | +14.8% | +423.7% | +365.2% |
| All | +2,393.1% | +296.6% | +2,096.5% | +841.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling