+329.1%
DOV vs URA
+266.3%
+62.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.7% |
| 7D | +3.0% | -1.5% | +4.5% | +3.4% |
| 30D | +8.6% | -10.4% | +19.0% | +11.6% |
| 3M | +1.9% | -29.6% | +31.5% | +11.0% |
| 6M | -1.7% | -40.3% | +38.6% | +11.1% |
| YTD | +8.3% | -25.5% | +33.8% | +13.5% |
| 1Y | +16.6% | -26.4% | +43.0% | +22.1% |
| 3Y | +65.1% | +31.4% | +33.7% | +38.4% |
| 5Y | +29.2% | +28.6% | +0.6% | +4.9% |
| All | +329.1% | +266.3% | +62.9% | +106.4% |
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