+438.6%
PWR vs DOV
+13.3%
+425.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | +0.2% |
| 7D | -0.2% | -1.9% | +1.7% | +1.2% |
| 30D | -7.7% | -9.9% | +2.1% | -0.8% |
| 3M | -4.9% | -12.1% | +7.2% | +3.7% |
| 6M | +9.7% | -10.4% | +20.2% | +18.3% |
| YTD | +46.7% | -3.3% | +50.0% | +49.3% |
| 1Y | +58.7% | +7.8% | +50.9% | +49.1% |
| 3Y | +200.7% | +36.3% | +164.4% | +134.7% |
| 5Y | +438.6% | +14.8% | +423.7% | +378.3% |
| All | +438.6% | +13.3% | +425.2% | +378.3% |
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