+18.7%
DOV vs URA
+128.0%
-109.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.2% | +0.8% |
| 7D | -2.7% | +1.1% | -3.7% | -2.9% |
| 30D | -8.1% | +7.4% | -15.5% | -9.5% |
| 3M | -9.4% | -8.4% | -1.0% | -8.3% |
| 6M | -12.6% | -12.7% | +0.1% | -11.1% |
| YTD | -0.5% | +7.8% | -8.3% | -3.9% |
| 1Y | +9.2% | +19.5% | -10.2% | +1.8% |
| 3Y | +34.1% | +116.4% | -82.3% | +4.9% |
| All | +18.7% | +128.0% | -109.3% | -10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling