+1,206.2%
DOV vs SPXU
-100.0%
+1,306.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.7% |
| 7D | +3.0% | -7.6% | +10.6% | +0.1% |
| 30D | +8.6% | +5.3% | +3.3% | +11.7% |
| 3M | +1.9% | +9.6% | -7.8% | +6.6% |
| 6M | -1.7% | -4.5% | +2.9% | -1.4% |
| YTD | +8.3% | -25.9% | +34.2% | +0.1% |
| 1Y | +16.6% | -28.9% | +45.4% | +6.3% |
| 3Y | +65.1% | -80.5% | +145.6% | +2.3% |
| 5Y | +29.2% | -83.4% | +112.5% | -10.4% |
| 10Y | +329.7% | -99.5% | +429.2% | +7.8% |
| All | +1,206.2% | -100.0% | +1,306.2% | -12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling