+115.0%
UMC vs DOV
+21.2%
+93.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -1.9% |
| 7D | -14.7% | +2.2% | -16.9% | -15.5% |
| 30D | -32.9% | +11.2% | -44.0% | -35.9% |
| 3M | -22.2% | +1.6% | -23.7% | -22.5% |
| 6M | +25.9% | -3.2% | +29.1% | +28.7% |
| YTD | +107.9% | +9.7% | +98.2% | +115.3% |
| 1Y | +115.0% | +20.5% | +94.5% | +108.7% |
| All | +115.0% | +21.2% | +93.8% | +108.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling