+140,402.7%
UNH vs DOV
+6,514.7%
+133,888.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.5% |
| 7D | +3.4% | +3.0% | +0.4% | +2.3% |
| 30D | +3.0% | +8.6% | -5.6% | -0.1% |
| 3M | +2.7% | +1.9% | +0.9% | +1.8% |
| 6M | +2.8% | -1.7% | +4.5% | +2.7% |
| YTD | +25.9% | +8.3% | +17.5% | +21.0% |
| 1Y | +25.8% | +16.6% | +9.2% | +17.9% |
| 3Y | -20.0% | +65.1% | -85.2% | -35.2% |
| 5Y | -2.8% | +29.2% | -32.0% | -15.8% |
| 10Y | +228.7% | +329.7% | -101.0% | +85.4% |
| All | +140,402.7% | +6,514.7% | +133,888.0% | +23,817.5% |
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