+338.3%
SU vs DOV
+14.8%
+323.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | +2.2% | -2.0% | +4.2% | +2.9% |
| 30D | +8.4% | -8.9% | +17.3% | +12.0% |
| 3M | +12.1% | -13.3% | +25.4% | +17.3% |
| 6M | +19.7% | -9.7% | +29.3% | +22.0% |
| YTD | +58.4% | -2.5% | +60.9% | +55.3% |
| 1Y | +67.2% | +7.2% | +60.0% | +56.1% |
| 3Y | +125.0% | +39.4% | +85.6% | +77.2% |
| All | +338.3% | +14.8% | +323.4% | +266.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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