+262.2%
UMC vs DOV
+37.0%
+225.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.0% |
| 7D | +9.0% | -2.0% | +11.0% | +10.0% |
| 30D | +17.2% | -8.9% | +26.1% | +22.1% |
| 3M | +11.4% | -13.3% | +24.7% | +18.7% |
| 6M | +137.5% | -9.7% | +147.2% | +148.6% |
| YTD | +193.1% | -2.5% | +195.6% | +197.1% |
| 1Y | +240.3% | +7.2% | +233.1% | +230.2% |
| 3Y | +262.2% | +39.4% | +222.8% | +191.8% |
| All | +262.2% | +37.0% | +225.2% | +191.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling