+289.8%
DOV vs URA
+371.9%
-82.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.2% | +0.1% |
| 7D | +2.5% | +8.1% | -5.6% | +0.4% |
| 30D | -7.5% | +5.8% | -13.3% | -9.0% |
| 3M | -9.7% | +3.4% | -13.1% | -11.0% |
| 6M | -6.1% | -2.6% | -3.5% | -6.8% |
| YTD | +0.5% | +11.2% | -10.7% | -4.9% |
| 1Y | +10.5% | +19.8% | -9.3% | +0.8% |
| 3Y | +41.7% | +121.5% | -79.8% | +2.9% |
| 5Y | +18.4% | +134.5% | -116.0% | -20.3% |
| 10Y | +289.8% | +376.7% | -86.9% | +83.5% |
| All | +289.8% | +371.9% | -82.2% | +83.5% |
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