+8,390.6%
PWR vs DOV
+1,207.6%
+7,183.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.1% |
| 7D | +3.6% | -2.7% | +6.3% | +5.5% |
| 30D | -8.6% | -8.1% | -0.5% | -3.2% |
| 3M | -13.2% | -9.4% | -3.8% | -7.4% |
| 6M | +9.9% | -12.6% | +22.5% | +20.2% |
| YTD | +48.0% | -0.5% | +48.5% | +47.6% |
| 1Y | +66.2% | +9.2% | +56.9% | +54.8% |
| 3Y | +195.1% | +34.1% | +161.0% | +136.9% |
| 5Y | +442.6% | +17.3% | +425.3% | +371.3% |
| 10Y | +2,334.2% | +284.9% | +2,049.3% | +839.1% |
| All | +8,390.6% | +1,207.6% | +7,183.0% | +1,461.6% |
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