+877.4%
DOV vs WU
-22.0%
+899.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +1.5% |
| 7D | -0.1% | +2.1% | -2.2% | -1.3% |
| 30D | +11.3% | +10.1% | +1.1% | +6.1% |
| 3M | +2.2% | -1.1% | +3.3% | +1.7% |
| 6M | -2.9% | -19.8% | +16.9% | +3.7% |
| YTD | +9.6% | -20.8% | +30.4% | +16.9% |
| 1Y | +16.7% | -15.1% | +31.8% | +20.3% |
| 3Y | +66.9% | -23.2% | +90.1% | +74.9% |
| 5Y | +32.0% | -42.6% | +74.6% | +53.7% |
| 10Y | +334.8% | -38.9% | +373.6% | +375.7% |
| All | +877.4% | -22.0% | +899.3% | +821.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling