+3,220.4%
DOV vs SUI
+4,037.5%
-817.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.1% |
| 7D | -2.7% | -2.8% | +0.2% | -1.5% |
| 30D | -8.1% | -1.2% | -6.9% | -7.7% |
| 3M | -9.4% | -1.7% | -7.7% | -9.2% |
| 6M | -12.6% | -10.5% | -2.1% | -9.1% |
| YTD | -0.5% | -1.8% | +1.4% | -0.5% |
| 1Y | +9.2% | -4.1% | +13.3% | +10.1% |
| 3Y | +34.1% | +11.3% | +22.9% | +24.4% |
| 5Y | +17.3% | -32.1% | +49.4% | +31.9% |
| 10Y | +284.9% | +110.4% | +174.5% | +165.5% |
| All | +3,220.4% | +4,037.5% | -817.1% | +858.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling