+81.9%
UBER vs DOV
+13.3%
+68.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +3.3% |
| 7D | -4.5% | -1.9% | -2.5% | -3.4% |
| 30D | -7.6% | -9.9% | +2.3% | -1.9% |
| 3M | +5.8% | -12.1% | +17.9% | +13.1% |
| 6M | +0.3% | -10.4% | +10.7% | +5.4% |
| YTD | -11.2% | -3.3% | -7.9% | -12.3% |
| 1Y | -23.0% | +7.8% | -30.8% | -30.0% |
| 3Y | +53.6% | +36.3% | +17.3% | +13.2% |
| 5Y | +81.9% | +14.8% | +67.1% | +49.3% |
| All | +81.9% | +13.3% | +68.6% | +49.3% |
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