+9,738.8%
UNP vs DOV
+6,514.7%
+3,224.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +4.2% | +3.0% | +1.2% | +2.7% |
| 30D | +5.6% | +8.6% | -3.0% | +1.3% |
| 3M | +2.0% | +1.9% | +0.2% | +0.9% |
| 6M | +15.4% | -1.7% | +17.1% | +15.2% |
| YTD | +32.7% | +8.3% | +24.4% | +26.2% |
| 1Y | +39.4% | +16.6% | +22.9% | +27.8% |
| 3Y | +54.3% | +65.1% | -10.8% | +17.4% |
| 5Y | +39.6% | +29.2% | +10.5% | +18.0% |
| 10Y | +288.9% | +329.7% | -40.8% | +85.5% |
| All | +9,738.8% | +6,514.7% | +3,224.1% | +1,539.0% |
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