+20.5%
DOV vs SPXU
-30.4%
+50.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | -1.9% |
| 7D | +2.2% | +2.2% | +0.1% | +3.0% |
| 30D | +11.2% | +3.8% | +7.4% | +12.7% |
| 3M | +1.6% | +3.3% | -1.7% | +3.1% |
| 6M | -3.2% | -16.7% | +13.5% | -7.9% |
| YTD | +9.7% | -28.6% | +38.4% | +0.2% |
| 1Y | +20.5% | -30.6% | +51.1% | +9.9% |
| All | +20.5% | -30.4% | +50.9% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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