+100.2%
UAL vs DOV
+361.0%
-260.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +4.5% | +2.3% | +2.4% |
| 7D | +10.2% | -1.4% | +11.6% | +11.7% |
| 30D | +12.0% | +12.8% | -0.8% | -0.4% |
| 3M | -7.1% | +1.1% | -8.2% | -8.3% |
| 6M | +20.9% | -2.6% | +23.5% | +22.9% |
| YTD | +7.7% | +9.9% | -2.2% | -2.6% |
| 1Y | +23.6% | +19.3% | +4.2% | +2.9% |
| 3Y | +222.6% | +68.4% | +154.2% | +94.4% |
| 5Y | +127.9% | +29.1% | +98.8% | +75.4% |
| 10Y | +100.2% | +340.2% | -240.0% | -28.4% |
| All | +100.2% | +361.0% | -260.8% | -28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling