+1,842.6%
UMC vs DOV
+300.2%
+1,542.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.0% |
| 7D | +9.0% | -2.0% | +11.0% | +9.9% |
| 30D | +17.2% | -8.9% | +26.1% | +21.9% |
| 3M | +11.4% | -13.3% | +24.7% | +18.5% |
| 6M | +137.5% | -9.7% | +147.2% | +147.8% |
| YTD | +193.1% | -2.5% | +195.6% | +195.3% |
| 1Y | +240.3% | +7.2% | +233.1% | +227.9% |
| 3Y | +262.2% | +39.4% | +222.8% | +207.0% |
| 5Y | +143.1% | +15.8% | +127.3% | +118.2% |
| All | +1,842.6% | +300.2% | +1,542.4% | +1,251.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling