+109.7%
UL vs DOV
+325.7%
-215.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | +1.1% | +3.0% | -1.9% | +0.3% |
| 30D | +4.5% | +8.6% | -4.1% | +2.1% |
| 3M | +6.5% | +1.9% | +4.6% | +5.7% |
| 6M | +18.2% | -1.7% | +19.8% | +18.0% |
| YTD | +4.7% | +8.3% | -3.6% | +1.7% |
| 1Y | +0.8% | +16.6% | -15.8% | -4.1% |
| 3Y | +35.9% | +65.1% | -29.2% | +13.8% |
| 5Y | +33.4% | +29.2% | +4.2% | +18.5% |
| All | +109.7% | +325.7% | -215.9% | +35.0% |
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