+2,625.5%
UL vs DOV
+6,035.5%
-3,410.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.3% |
| 7D | -1.3% | +2.5% | -3.8% | -1.9% |
| 30D | +0.9% | -7.5% | +8.4% | +2.9% |
| 3M | +14.2% | -9.7% | +23.9% | +16.9% |
| 6M | -3.2% | -6.1% | +2.9% | -2.1% |
| YTD | -0.3% | +0.5% | -0.8% | -1.1% |
| 1Y | -8.8% | +10.5% | -19.3% | -11.9% |
| 3Y | +23.9% | +41.7% | -17.8% | +10.2% |
| 5Y | +21.4% | +18.4% | +2.9% | +11.8% |
| 10Y | +66.7% | +289.8% | -223.1% | +8.7% |
| All | +2,625.5% | +6,035.5% | -3,410.0% | +863.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling