+18.4%
DOV vs SUI
-32.1%
+50.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.5% |
| 7D | +2.5% | -3.1% | +5.7% | +3.7% |
| 30D | -7.5% | -2.3% | -5.2% | -6.8% |
| 3M | -9.7% | -2.8% | -6.9% | -9.1% |
| 6M | -6.1% | -12.4% | +6.3% | -1.7% |
| YTD | +0.5% | -3.3% | +3.8% | +1.0% |
| 1Y | +10.5% | -5.8% | +16.3% | +12.1% |
| 3Y | +41.7% | +12.5% | +29.2% | +30.1% |
| 5Y | +18.4% | -32.9% | +51.3% | +40.7% |
| All | +18.4% | -32.1% | +50.6% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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