+207.2%
UMC vs DOV
+11.5%
+195.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.6% | +4.2% |
| 7D | +5.0% | -2.7% | +7.6% | +6.1% |
| 30D | +7.7% | -8.1% | +15.8% | +11.4% |
| 3M | +1.7% | -9.4% | +11.1% | +6.8% |
| 6M | +113.9% | -12.6% | +126.5% | +123.9% |
| YTD | +168.9% | -0.5% | +169.4% | +183.3% |
| 1Y | +207.2% | +9.2% | +198.0% | +215.2% |
| All | +207.2% | +11.5% | +195.7% | +215.2% |
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