+65.1%
DOV vs OUST
+594.6%
-529.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.5% | +8.8% | +0.8% |
| 7D | +3.0% | -3.8% | +6.8% | +3.2% |
| 30D | +8.6% | +5.1% | +3.5% | +7.9% |
| 3M | +1.9% | -25.8% | +27.7% | +3.2% |
| 6M | -1.7% | -2.0% | +0.3% | -3.7% |
| YTD | +8.3% | +54.7% | -46.4% | +1.6% |
| 1Y | +16.6% | +48.8% | -32.2% | +9.4% |
| 3Y | +65.1% | +607.8% | -542.7% | +30.9% |
| All | +65.1% | +594.6% | -529.5% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 3y: compounded portfolio wealth divided by compounded OUST 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…
3y analysis · Full analysis span regression · 6 months rolling