+14.8%
DOV vs SPXU
-85.5%
+100.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -4.0% | -1.5% |
| 7D | -1.9% | +6.4% | -8.3% | +0.2% |
| 30D | -9.9% | +5.9% | -15.8% | -8.0% |
| 3M | -12.1% | -11.7% | -0.4% | -15.0% |
| 6M | -10.4% | -28.7% | +18.3% | -18.6% |
| YTD | -3.3% | -26.4% | +23.0% | -10.7% |
| 1Y | +7.8% | -35.2% | +43.0% | -4.0% |
| 3Y | +36.3% | -79.8% | +116.1% | -8.5% |
| 5Y | +14.8% | -86.1% | +100.9% | -21.3% |
| All | +14.8% | -85.5% | +100.4% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling