+288.7%
DOV vs WU
-39.5%
+328.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | -1.9% | -5.0% | +3.0% | 0.0% |
| 30D | -9.9% | -2.3% | -7.6% | -9.3% |
| 3M | -12.1% | -3.2% | -8.9% | -12.8% |
| 6M | -10.4% | -25.0% | +14.6% | -1.6% |
| YTD | -3.3% | -21.7% | +18.3% | +3.8% |
| 1Y | +7.8% | -9.0% | +16.7% | +7.3% |
| 3Y | +36.3% | -28.9% | +65.2% | +47.7% |
| 5Y | +14.8% | -51.0% | +65.8% | +45.3% |
| All | +288.7% | -39.5% | +328.2% | +348.5% |
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