+288.7%
DOV vs UUUU
+495.2%
-206.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.3% | +4.2% | -1.5% |
| 7D | -1.9% | -5.0% | +3.1% | -1.4% |
| 30D | -9.9% | -7.8% | -2.1% | -9.3% |
| 3M | -12.1% | -0.4% | -11.7% | -12.5% |
| 6M | -10.4% | -32.9% | +22.5% | -8.0% |
| YTD | -3.3% | -6.3% | +2.9% | -5.2% |
| 1Y | +7.8% | +7.9% | -0.1% | +2.0% |
| 3Y | +36.3% | +85.2% | -48.9% | +16.1% |
| 5Y | +14.8% | +97.0% | -82.2% | -7.2% |
| All | +288.7% | +495.2% | -206.5% | +132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling