+40.4%
UNP vs DOV
+29.5%
+10.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.3% |
| 7D | +2.1% | +3.4% | -1.3% | +0.4% |
| 30D | +7.7% | +8.8% | -1.1% | +3.3% |
| 3M | +4.0% | +0.9% | +3.1% | +3.3% |
| 6M | +15.7% | -2.8% | +18.5% | +16.1% |
| YTD | +33.5% | +8.1% | +25.4% | +26.9% |
| 1Y | +38.9% | +15.2% | +23.7% | +27.8% |
| 3Y | +53.7% | +64.5% | -10.9% | +14.7% |
| 5Y | +40.4% | +28.9% | +11.6% | +13.6% |
| All | +40.4% | +29.5% | +10.9% | +13.6% |
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