+16.4%
DOV vs WU
-51.4%
+67.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.5% |
| 7D | +1.3% | -4.9% | +6.3% | +2.7% |
| 30D | -8.6% | -1.3% | -7.4% | -8.5% |
| 3M | -13.1% | -3.6% | -9.6% | -13.6% |
| 6M | -8.8% | -24.3% | +15.5% | -2.4% |
| YTD | -1.2% | -21.1% | +19.9% | +4.0% |
| 1Y | +10.7% | -10.3% | +21.0% | +11.0% |
| 3Y | +39.3% | -28.4% | +67.6% | +47.7% |
| 5Y | +16.4% | -51.2% | +67.6% | +35.5% |
| All | +16.4% | -51.4% | +67.8% | +35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling