+329.1%
DOV vs WU
-38.9%
+368.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.1% | -0.3% |
| 7D | +3.0% | -2.0% | +5.0% | +3.7% |
| 30D | +8.6% | +11.4% | -2.8% | +3.7% |
| 3M | +1.9% | -6.8% | +8.7% | +3.9% |
| 6M | -1.7% | -14.6% | +13.0% | +2.0% |
| YTD | +8.3% | -20.6% | +29.0% | +15.1% |
| 1Y | +16.6% | -15.4% | +31.9% | +20.2% |
| 3Y | +65.1% | -23.6% | +88.7% | +73.0% |
| 5Y | +29.2% | -43.4% | +72.5% | +51.6% |
| All | +329.1% | -38.9% | +368.1% | +379.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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