+635.3%
DOV vs URA
-51.6%
+687.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.4% | -3.8% | -0.7% |
| 7D | -1.9% | -4.1% | +2.2% | -0.6% |
| 30D | +8.3% | -19.0% | +27.3% | +15.3% |
| 3M | -3.1% | -25.1% | +22.1% | +5.3% |
| 6M | -9.8% | -44.5% | +34.7% | +6.7% |
| YTD | +5.2% | -24.3% | +29.5% | +10.5% |
| 1Y | +15.3% | -28.1% | +43.4% | +22.6% |
| 3Y | +58.8% | +40.7% | +18.1% | +26.6% |
| 5Y | +26.6% | +35.5% | -8.9% | -2.6% |
| 10Y | +351.6% | +281.2% | +70.5% | +101.1% |
| All | +635.3% | -51.6% | +687.0% | +562.1% |
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