+14.8%
DOV vs USHY
+20.9%
-6.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.2% |
| 7D | -1.9% | -0.7% | -1.2% | -0.5% |
| 30D | -9.9% | -0.5% | -9.3% | -8.9% |
| 3M | -12.1% | +0.5% | -12.6% | -12.8% |
| 6M | -10.4% | +1.5% | -11.9% | -12.6% |
| YTD | -3.3% | +1.7% | -5.1% | -6.0% |
| 1Y | +7.8% | +3.5% | +4.2% | +1.5% |
| 3Y | +36.3% | +27.2% | +9.2% | -7.9% |
| 5Y | +14.8% | +21.0% | -6.2% | -10.2% |
| All | +14.8% | +20.9% | -6.1% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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