+260.9%
UMC vs DOV
+871.4%
-610.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +4.4% |
| 7D | +6.6% | +2.5% | +4.1% | +4.9% |
| 30D | +16.6% | -7.5% | +24.1% | +22.5% |
| 3M | +11.0% | -9.7% | +20.7% | +18.7% |
| 6M | +131.3% | -6.1% | +137.4% | +139.8% |
| YTD | +182.5% | +0.5% | +182.0% | +178.6% |
| 1Y | +222.3% | +10.5% | +211.7% | +196.2% |
| 3Y | +253.0% | +41.7% | +211.3% | +167.0% |
| 5Y | +141.8% | +18.4% | +123.4% | +103.9% |
| 10Y | +1,772.2% | +289.8% | +1,482.5% | +495.1% |
| All | +260.9% | +871.4% | -610.5% | -65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling