+137.5%
UMC vs DOV
+13.3%
+124.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -1.3% |
| 7D | +11.4% | -1.9% | +13.3% | +12.6% |
| 30D | +16.8% | -9.9% | +26.7% | +23.8% |
| 3M | +19.1% | -12.1% | +31.2% | +28.3% |
| 6M | +137.4% | -10.4% | +147.9% | +152.1% |
| YTD | +186.4% | -3.3% | +189.7% | +189.9% |
| 1Y | +229.1% | +7.8% | +221.3% | +210.6% |
| 3Y | +257.9% | +36.3% | +221.6% | +175.1% |
| 5Y | +137.5% | +14.8% | +122.7% | +93.8% |
| All | +137.5% | +13.3% | +124.2% | +93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling