+3,409.3%
DOV vs SUI
+4,109.4%
-700.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.2% |
| 7D | -1.9% | +6.2% | -8.1% | -4.3% |
| 30D | +8.3% | +8.6% | -0.3% | +4.3% |
| 3M | -3.1% | +1.0% | -4.1% | -3.9% |
| 6M | -9.8% | -2.6% | -7.2% | -9.7% |
| YTD | +5.2% | -0.1% | +5.3% | +4.1% |
| 1Y | +15.3% | +0.5% | +14.9% | +13.8% |
| 3Y | +58.8% | +15.3% | +43.5% | +44.9% |
| 5Y | +26.6% | -26.1% | +52.7% | +37.0% |
| 10Y | +351.6% | +117.8% | +233.8% | +206.6% |
| All | +3,409.3% | +4,109.4% | -700.2% | +902.4% |
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