+59.8%
UBER vs DOV
+29.1%
+30.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +1.6% | +3.0% | -1.4% | -0.1% |
| 30D | +0.6% | +8.6% | -8.0% | -4.5% |
| 3M | -8.2% | +1.9% | -10.0% | -9.5% |
| 6M | -6.7% | -1.7% | -5.0% | -7.1% |
| YTD | -14.7% | +8.3% | -23.0% | -21.6% |
| 1Y | -24.1% | +16.6% | -40.6% | -33.9% |
| 3Y | +33.4% | +65.1% | -31.7% | -15.2% |
| All | +59.8% | +29.1% | +30.7% | +25.3% |
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