-9.0%
AUR vs DOV
+21.2%
-30.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.2% |
| 7D | -19.8% | +2.2% | -22.1% | -21.1% |
| 30D | -29.0% | +11.2% | -40.2% | -34.0% |
| 3M | -43.6% | +1.6% | -45.1% | -44.1% |
| 6M | -36.6% | -3.2% | -33.4% | -35.6% |
| YTD | +6.3% | +9.7% | -3.5% | -3.6% |
| 1Y | -9.0% | +20.5% | -29.6% | -28.2% |
| All | -9.0% | +21.2% | -30.2% | -28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling