+186.5%
DOV vs USHY
+50.7%
+135.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | -7.5% | 0.0% | -7.5% | -7.5% |
| 3M | -9.7% | +1.2% | -10.8% | -11.6% |
| 6M | -6.1% | +2.6% | -8.7% | -10.5% |
| YTD | +0.5% | +2.4% | -2.0% | -3.9% |
| 1Y | +10.5% | +4.2% | +6.3% | +2.2% |
| 3Y | +41.7% | +28.0% | +13.7% | -10.8% |
| 5Y | +18.4% | +21.8% | -3.3% | -15.7% |
| All | +186.5% | +50.7% | +135.8% | +40.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling