+595.8%
DOV vs URA
-31.1%
+626.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.2% | +0.7% |
| 7D | -2.7% | +1.1% | -3.7% | -3.0% |
| 30D | -8.1% | +7.4% | -15.5% | -10.3% |
| 3M | -9.4% | -8.4% | -1.0% | -7.7% |
| 6M | -12.6% | -12.7% | +0.1% | -10.4% |
| YTD | -0.5% | +7.8% | -8.3% | -5.9% |
| 1Y | +9.2% | +19.5% | -10.2% | -2.0% |
| 3Y | +34.1% | +116.4% | -82.3% | -6.8% |
| 5Y | +17.3% | +134.3% | -117.0% | -26.2% |
| 10Y | +284.9% | +359.3% | -74.3% | +65.5% |
| All | +595.8% | -31.1% | +626.9% | +463.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling