+8,087.4%
PWR vs DOV
+1,323.4%
+6,764.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +11.3% | +3.0% | +8.3% | +9.2% |
| 30D | -8.9% | +8.6% | -17.5% | -13.4% |
| 3M | -10.5% | +1.9% | -12.4% | -11.3% |
| 6M | -22.2% | -1.7% | -20.5% | -21.1% |
| YTD | +42.7% | +8.3% | +34.4% | +34.9% |
| 1Y | +41.1% | +16.6% | +24.6% | +26.7% |
| 3Y | +242.7% | +65.1% | +177.6% | +139.4% |
| 5Y | +418.5% | +29.2% | +389.4% | +324.1% |
| 10Y | +1,855.0% | +329.7% | +1,525.3% | +607.1% |
| All | +8,087.4% | +1,323.4% | +6,764.1% | +1,327.4% |
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 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