+251.3%
UAL vs DOV
+822.5%
-571.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +1.6% |
| 7D | +0.7% | -2.7% | +3.4% | +3.3% |
| 30D | -16.1% | -8.1% | -8.0% | -9.3% |
| 3M | +6.1% | -9.4% | +15.5% | +15.6% |
| 6M | +10.8% | -12.6% | +23.5% | +25.2% |
| YTD | -0.4% | -0.5% | +0.1% | -0.3% |
| 1Y | +5.0% | +9.2% | -4.2% | -4.7% |
| 3Y | +124.0% | +34.1% | +89.9% | +72.1% |
| 5Y | +141.0% | +17.3% | +123.7% | +106.6% |
| 10Y | +118.0% | +284.9% | -166.9% | -34.5% |
| All | +251.3% | +822.5% | -571.2% | -63.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling