+20.6%
UL vs DOV
+16.3%
+4.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | +0.1% | -1.3% |
| 7D | -3.2% | +1.3% | -4.6% | -3.5% |
| 30D | -0.6% | -8.6% | +8.1% | +1.1% |
| 3M | +9.4% | -13.1% | +22.6% | +12.2% |
| 6M | -4.1% | -8.8% | +4.7% | -2.8% |
| YTD | -2.0% | -1.2% | -0.7% | -2.1% |
| 1Y | -9.0% | +10.7% | -19.7% | -11.3% |
| 3Y | +21.8% | +39.3% | -17.5% | +9.2% |
| 5Y | +20.6% | +16.4% | +4.2% | +7.5% |
| All | +20.6% | +16.3% | +4.3% | +7.5% |
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