+8,143.9%
PWR vs DOV
+1,320.1%
+6,823.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.7% |
| 7D | +19.1% | +3.4% | +15.7% | +16.6% |
| 30D | -12.0% | +8.8% | -20.8% | -16.5% |
| 3M | -10.6% | +0.9% | -11.5% | -10.8% |
| 6M | -20.8% | -2.8% | -18.0% | -19.1% |
| YTD | +43.7% | +8.1% | +35.6% | +36.0% |
| 1Y | +35.0% | +15.2% | +19.7% | +22.2% |
| 3Y | +249.4% | +64.5% | +184.9% | +144.7% |
| 5Y | +422.1% | +28.9% | +393.2% | +327.7% |
| 10Y | +1,868.4% | +328.7% | +1,539.8% | +613.1% |
| All | +8,143.9% | +1,320.1% | +6,823.8% | +1,339.5% |
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 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