+17.8%
DOV vs UUUU
+79.1%
-61.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.9% | +1.4% |
| 7D | -2.0% | -10.5% | +8.5% | -1.0% |
| 30D | -8.9% | -10.5% | +1.6% | -8.1% |
| 3M | -13.3% | -14.1% | +0.9% | -12.4% |
| 6M | -9.7% | -35.5% | +25.8% | -7.1% |
| YTD | -2.5% | -10.9% | +8.5% | -3.9% |
| 1Y | +7.2% | +3.4% | +3.9% | +1.4% |
| 3Y | +39.4% | +73.1% | -33.7% | +17.5% |
| All | +17.8% | +79.1% | -61.3% | -4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling