+33.9%
UL vs DOV
+67.5%
-33.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | +4.5% | +11.3% | -6.8% | +3.2% |
| 3M | +5.5% | +2.2% | +3.3% | +5.1% |
| 6M | +17.0% | -2.9% | +19.9% | +17.2% |
| YTD | +3.2% | +9.6% | -6.4% | +2.2% |
| 1Y | -1.9% | +16.7% | -18.5% | -3.4% |
| All | +33.9% | +67.5% | -33.6% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling