+1,100.0%
DOV vs SPXU
-100.0%
+1,200.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.3% | +1.4% |
| 7D | -2.7% | -0.1% | -2.5% | -2.7% |
| 30D | -8.1% | +0.8% | -8.9% | -7.7% |
| 3M | -9.4% | -4.7% | -4.7% | -10.2% |
| 6M | -12.6% | -29.6% | +17.0% | -22.0% |
| YTD | -0.5% | -29.9% | +29.4% | -10.9% |
| 1Y | +9.2% | -39.1% | +48.3% | -6.6% |
| 3Y | +34.1% | -80.0% | +114.1% | -16.3% |
| 5Y | +17.3% | -86.0% | +103.3% | -24.4% |
| 10Y | +284.9% | -99.5% | +384.4% | -5.8% |
| All | +1,100.0% | -100.0% | +1,200.0% | -22.3% |
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 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