+787.4%
DOV vs WU
-19.6%
+807.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.4% |
| 7D | -2.7% | -0.8% | -1.8% | -2.4% |
| 30D | -8.1% | -1.1% | -7.0% | -7.8% |
| 3M | -9.4% | -3.9% | -5.5% | -9.8% |
| 6M | -12.6% | -20.7% | +8.0% | -5.7% |
| YTD | -0.5% | -18.4% | +17.9% | +5.6% |
| 1Y | +9.2% | -8.1% | +17.3% | +8.7% |
| 3Y | +34.1% | -24.2% | +58.3% | +41.9% |
| 5Y | +17.3% | -50.4% | +67.7% | +47.2% |
| 10Y | +284.9% | -40.0% | +325.0% | +328.2% |
| All | +787.4% | -19.6% | +807.0% | +732.9% |
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