+329.8%
DOV vs URA
+289.1%
+40.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.5% | +1.5% | +3.3% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +12.3% | -14.8% | +27.1% | +16.8% |
| 3M | +1.2% | -25.3% | +26.5% | +8.6% |
| 6M | -3.1% | -39.9% | +36.9% | +9.4% |
| YTD | +9.4% | -22.4% | +31.8% | +13.4% |
| 1Y | +17.6% | -29.0% | +46.6% | +24.4% |
| 3Y | +66.5% | +41.0% | +25.6% | +36.9% |
| 5Y | +29.0% | +38.3% | -9.3% | +2.6% |
| 10Y | +329.8% | +276.1% | +53.8% | +104.3% |
| All | +329.8% | +289.1% | +40.8% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling