+134,607.8%
UNH vs DOV
+5,930.9%
+128,676.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.4% |
| 7D | -1.7% | +1.3% | -3.0% | -2.1% |
| 30D | -3.8% | -8.6% | +4.8% | -0.8% |
| 3M | -4.3% | -13.1% | +8.9% | +0.1% |
| 6M | +38.6% | -8.8% | +47.4% | +42.0% |
| YTD | +20.7% | -1.2% | +21.9% | +20.0% |
| 1Y | +16.0% | +10.7% | +5.3% | +10.6% |
| 3Y | -13.5% | +39.3% | -52.8% | -25.5% |
| 5Y | +3.5% | +16.4% | -12.9% | -6.9% |
| 10Y | +245.3% | +302.5% | -57.1% | +99.1% |
| All | +134,607.8% | +5,930.9% | +128,676.9% | +23,618.7% |
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