+99.1%
UAL vs DOV
+294.8%
-195.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.0% | -3.8% | -3.7% |
| 7D | +3.5% | +2.5% | +0.9% | +1.0% |
| 30D | -16.5% | -7.5% | -8.9% | -10.0% |
| 3M | +2.8% | -9.7% | +12.5% | +12.4% |
| 6M | +17.6% | -6.1% | +23.6% | +24.1% |
| YTD | -3.2% | +0.5% | -3.7% | -4.2% |
| 1Y | +0.4% | +10.5% | -10.1% | -10.3% |
| 3Y | +128.2% | +41.7% | +86.5% | +64.7% |
| 5Y | +137.7% | +18.4% | +119.3% | +100.1% |
| 10Y | +99.1% | +289.8% | -190.6% | -18.7% |
| All | +99.1% | +294.8% | -195.6% | -18.7% |
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