+9,283.6%
UNP vs DOV
+6,035.5%
+3,248.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.9% |
| 7D | -0.7% | +2.5% | -3.3% | -2.0% |
| 30D | -1.1% | -7.5% | +6.4% | +2.6% |
| 3M | +7.9% | -9.7% | +17.5% | +12.5% |
| 6M | +14.6% | -6.1% | +20.7% | +17.1% |
| YTD | +26.6% | +0.5% | +26.1% | +25.1% |
| 1Y | +35.6% | +10.5% | +25.0% | +27.2% |
| 3Y | +45.5% | +41.7% | +3.8% | +19.4% |
| 5Y | +50.0% | +18.4% | +31.5% | +32.4% |
| 10Y | +271.8% | +289.8% | -17.9% | +85.8% |
| All | +9,283.6% | +6,035.5% | +3,248.1% | +1,524.9% |
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