+763.7%
DOV vs UUUU
-92.0%
+855.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.7% |
| 7D | +1.3% | +1.8% | -0.5% | +1.2% |
| 30D | -8.6% | +1.8% | -10.5% | -8.9% |
| 3M | -13.1% | +1.3% | -14.4% | -13.5% |
| 6M | -8.8% | -26.8% | +18.0% | -7.5% |
| YTD | -1.2% | +0.1% | -1.3% | -3.0% |
| 1Y | +10.7% | +11.2% | -0.5% | +6.4% |
| 3Y | +39.3% | +97.7% | -58.4% | +24.2% |
| 5Y | +16.4% | +127.3% | -110.9% | -0.3% |
| 10Y | +302.5% | +532.6% | -230.1% | +193.9% |
| All | +763.7% | -92.0% | +855.7% | +526.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling